Casual, 21 hours/week | Sydney CBD | Flexible around study | Full-time pathway on graduation

About the prospect

We're a boutique financial advice practice in the Sydney CBD looking for a final-year finance, economics or financial planning student to join us three days a week (or equivalent — we'll build the roster around your timetable).

The role follows a clear progression: casual for an initial 3–6 months, then a full-time role on graduation if we’re the right fit for each other.

You’ll work directly alongside 1–2 Principal Advisers across every stage of the advice process — not just filing and phones — with a pathway toward Paraplanning and Associate Adviser, and support through your Professional Year if becoming an adviser is your goal.

What you’ll be doing

- Supporting the Principal Advisers across the full advice cycle — onboarding, review preparation, implementation and follow-up
- Preparing client files, meeting packs and review documentation
- Liaising with clients, product providers, platforms and insurers
- Processing applications, transfers and account maintenance requests
- Maintaining CRM records and workflow tracking
- Research, modelling and advice document preparation as your skills develop

What we’re looking for

- Final year of a degree in financial planning, finance, economics, commerce or related field




- Interest in a long-term career in financial advice
- Strong attention to detail and written communication
- Comfortable with Microsoft Office; Xplan experience a bonus, not a requirement
- Professional, reliable, organised and personable — we expect you to deal with clients
- Available 21 hours per week in our CBD office

What we offer

- From $31 per hour + superannuation (casual rate, inclusive of casual loading)
- A structured pathway: casual, then full-time on graduation (circa $60k–$70k + super)
- Genuine flexibility around exams and your timetable
- Direct mentoring from experienced Principal Advisers — you’ll see how advice is actually delivered
- Support through the Professional Year for candidates pursuing adviser registration
- A central CBD location close to public transport

How to apply

Send your CV and a short cover note telling us where you’re studying, when you graduate, and why a career in financial advice interests you. Applications without a cover note won’t be considered.

Applications close 31 August 2026.

Applicants must have Australian working rights. Due to application volume, only shortlisted candidates will be contacted.

Pay: $31.00 – $34.00 per hour

Work Location: In person

📌 Client Services Officer – Financial Advice (Sydney)
🏢 Sydney Wealth Partners
📍 Sydney