1d ago , from Illawarra Mercury Job Board
About LifespanSupporting advisers since ****, 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 ****.
This followed closely on the heels of winning the ifa Excellence Awards Dealer Group of the Year for the third year running in ****, after being finalists for the previous three years. This followed success as the **** CoreData Licensee of the
Year and Licensee Leadership Award, and the prestigious ifa Excellence Awards Company of the Year in ****.
About LifespanSupporting advisers since ****, 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 ****.
This followed closely on the heels of winning the ifa Excellence Awards Dealer Group of the Year for the third year running in ****, after being finalists for the previous three years. This followed success as the **** CoreData Licensee of the
Year and Licensee Leadership Award, and the prestigious ifa Excellence Awards Company of the Year in ****.
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 explicit, 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
Strong communication skills and the ability to work well as part of a small, tight-knit teamDesirable
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.
#J-*****-Ljbffr

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