We're partnering with a highly regarded team of Financial Advisers who operate as a boutique business within a well-established investment firm.
Due to continued growth, they're looking for an experienced Financial Planning Assistant to join their close-knit Sydney team.
This is an prospect to enjoy the best of both worlds - the personalised culture, autonomy and client focus of a boutique practice, with the stability, resources and career opportunities of a larger organisation.
Working alongside award-winning Senior Wealth Advisers, you'll play a key role in delivering an exceptional client experience for a loyal portfolio of High Net Worth clients.
Key responsibilities include:
Supporting the advice process from preparation through to implementation.
Preparing applications for super, SMSF, trusts and investment platforms.
Processing listed and unlisted investment transactions.
Managing client files and maintaining accurate records.
Coordinating meetings and preparing documentation for new and existing clients.
Building strong relationships with clients while providing exceptional administrative support.
About you:
Experience in wealth management,



ideally within adviser support or client services with account opening / client onboarding experience.
Financial planning practice experience is preferred, though candidates from investment platforms or adviser service providers are also encouraged to apply.
Excellent communication and organisational skills.
High attention to detail with a proactive, client-focused approach.
Professional, trustworthy and committed to delivering outstanding service.
What's on offer:
Above-market salary package based on experience.
Boutique, collaborative team culture with the backing of a leading investment firm.
Exposure to sophisticated HNW clients and award-winning advisers.
Ongoing mentoring, training and funded further study.
Genuine long-term career progression within a growing business.
If you're looking to build your career in a high-quality wealth management environment where relationships genuinely come first, we'd love to hear from you.
All applications will be treated with the strictest confidence.
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📌 Financial Planning Assistant (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales