Job Description

Financial Planning Assistant (Private Wealth)

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Are you a recent Finance, Commerce or Business graduate looking to launch your career in financial services?

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This is an exciting opportunity to join a highly respected private wealth team where you'll gain hands-on exposure to investment markets, financial planning support and client relationship management. Working alongside experienced advisers, you'll receive on-the-job training while building a strong foundation for a long-term career in wealth management.

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Whether you're looking to become a Financial Adviser, Paraplanner or build a career within private wealth, this role provides an excellent pathway into the industry.

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The Opportunity

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As a Financial Planning Assistant, you'll play a key role supporting a team of Private Wealth Advisers with day-to-day operations, client service and administration. You'll be the first point of contact for clients while ensuring the smooth running of adviser activities and maintaining exceptional service standards.

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This is a fast-paced, professional environment where no two days are the same.

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Key Responsibilities

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- Provide exceptional service to clients via phone, email and face-to-face interactions.
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- Coordinate adviser meetings, appointments and client communications.
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- Prepare and distribute client correspondence and documentation.
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- Maintain accurate client records and investment portfolio information.
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- Assist with investment transactions, corporate actions and settlements.
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- Prepare portfolio reports and support ongoing client administration.
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- Manage incoming correspondence, scanning, filing and document management.
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- Support the day-to-day operations of the office, meeting rooms and administrative functions.
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- Build strong relationships with clients and internal stakeholders.
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About You

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We're looking for someone who is eager to learn,



enjoys working with people and has a genuine interest in financial markets and wealth management.

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You'll ideally have:

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- A recent degree in Finance, Commerce, Business or a related discipline.
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- Strong communication and interpersonal skills.
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- Exceptional attention to detail and organisational ability.
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- A proactive attitude with a willingness to learn.
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- Strong Microsoft Office skills, particularly Word, Excel and Outlook.
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- The ability to manage competing priorities and meet deadlines.
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- A professional and client-focused approach.
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Previous administration or customer service experience within financial services is advantageous but not essential.

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What's on Offer

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- Excellent entry point into the private wealth and financial planning industry.
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- Mentorship from experienced Financial Advisers.
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- Ongoing training and career development.
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- Exposure to investment markets and wealth management.
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- Supportive and cooperative team environment.
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- Long-term career progression opportunities within financial services.
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If you're ready to kick-start your career in wealth management and are passionate about delivering exceptional client service, we'd love to hear from you.

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Who we are

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At PERSOL, we connect people to meaningful work and growth.
n With decades of experience and a future-focused mindset, we're here to support your career journey. We offer fresh opportunities, trusted guidance, and a people-first approach.

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We're committed to creating a safe, inclusive, and respectful workplace that embraces diverse experiences, backgrounds, and perspectives.
n We strongly encourage applications from women, people of Aboriginal and Torres Strait Islander descent, and individuals from all communities.

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To learn more about life at PERSOL, visit
n Or follow us on LinkedIn at for the latest updates and opportunities.

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📌 Financial Planning Assistant (Private Wealth) (Canberra)
🏢 Programmed GO
📍 Canberra