About Lifespan

Supporting advisers since 1994, Lifespan is one of Australia’s largest privately owned adviser communities. The Lifespan community includes Lifespan Financial Planning and Lifespan Partnership, our self-licensing support solution. We support over 400 advisers across Australia.

Lifespan Financial Planning was awarded the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards in 2024. This followed closely on the heels of winning the ifa Excellence Awards Dealer Group of the Year for the third year running in 2023, after being finalists for the previous three years. This followed success as the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and the prestigious ifa Excellence Awards Company of the Year in 2022.

About the Role

We're looking for a Marketing Coordinator to join our team and help manage website content and presence, produce marketing materials, adviser and client communications, and content across the Lifespan group. You'll work closely with the marketing team on everything from social media and client articles to press releases and campaign assets. This is a hands-on role for someone who wants to build broad marketing skills in a supportive, close-knit team. Key Responsibilities

- Produce and coordinate marketing content across digital and print channels, including social media, EDMs, and website updates
- Draft client-facing articles and communications that translate financial concepts into clear, accessible language
- Write media releases and support PR activity




- Work one-on-one with practices to support how they communicate and engage with their clients
- Design assets in Canva for campaigns, events, and adviser resources
- Communicate with the advice community, and manage EDM campaigns through Mailchimp, from build through to send and reporting
- Edit video content for social, adviser and client-facing purposes
- Use AI tools to speed up research, drafting, and content production
- Support the wider team with day-to-day marketing, operational and practice development tasks Selection Criteria

Essential

- A degree in Marketing (or closely related field)
- Strong written communication skills, with the ability to write clearly for different audiences
- Confidence using core technology tools, including Microsoft Office, Canva, Mailchimp, and video editing software
- Comfortable using AI tools as part of your everyday workflow
- Initiative and the ability to think outside the box
- Robust communication skills and the ability to work well as part of a small, tight-knit team

Desirable

- Experience in financial services or a related professional services industry What Makes Someone Successful in This Role

You don't need to have all the answers on day one, but you do need to ask good questions and seek support where needed. You'll be trusted to run with tasks independently, so we're looking for someone who takes ownership and accountability of their work. Because the team is small, how you communicate matters just as much as what you produce. How to Apply

Apply with a purpose-built resume and a cover letter either to this LinkedIn ad or directly to: Lisa Gregory – Marketing Development Manager [email protected]

📌 Marketing Coordinator (Sydney)
🏢 Lifespan Financial Planning
📍 Sydney