BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.
About the Role
We're seeking a client-focused individual to join our team on a permanent 4 or 5 day per week basis. This role is ideal for someone looking to contribute to the delivery of unbiased, independent financial advice to help our clients achieve financial peace of mind.
This is an in‑office role within our modern Macquarie Park practice.
Why us?
At BFG, we do work that matters.
We help deliver personalised financial advice that gives clients peace of mind, and every role in the business contributes to that outcome.
Our team is built on trust, professionalism, and shared standards.
We are committed to creating an environment where you understand the value of your contribution, take pride in the quality of your work, and grow within a business that is ethical, professional, and clear about what it stands for.
What we offer
Exciting opportunity in a supportive, professional environment
Diverse and rewarding work supporting a broad range of clients and complex advice scenarios
Mentoring and development from experienced advisers
Modern office with easy access to public transport and Macquarie Centre
Competitive salary package based on experience
Key Responsibilities
Contribute to the preparation of client advice documents
Lead and the manage the implementation of complex client advice
Acting as a primary point of contact for clients, providing clear and timely communication on enquiries and updates
Manage the client review process (both pre and post meeting)
Serve clients professionally and maintain strong relationships
Maintain and update our IRESS Xplan client database
Contribute to process enhancements and workflow design
Ideally you will bring
At least 2 years’ experience in a client service or support role in financial advice. Mature workers are encouraged to apply
Solid communication skills – verbal and written
A genuine passion for client service and actively seek out opportunities to add value to clients and advisers
Familiarity with IRESS Xplan or a similar financial planning CRM (training provided for the right candidate)
You must also be able to pass a National Police Check and have permanent Australian work rights.