Job Description

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.

n

This is an opportunity 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.

n

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:

n

n
- Supporting the advice process from preparation through to implementation.
n
- Preparing applications for super, SMSF, trusts and investment platforms.
n
- Processing listed and unlisted investment transactions.
n
- Managing client files and maintaining accurate records.
n
- Coordinating meetings and preparing documentation for new and existing clients.
n
- Building strong relationships with clients while providing exceptional administrative support.
n

n

About you:

n

n
- Experience in wealth management, ideally within adviser support or client services with account opening / client onboarding experience.
n




- Financial planning practice experience is preferred, though candidates from investment platforms or adviser service providers are also encouraged to apply.
n
- Excellent communication and organisational skills.
n
- High attention to detail with a proactive, client-focused approach.
n
- Skilled, trustworthy and committed to delivering outstanding service.
n

n

What's on offer:

n

n
- Above-market salary package based on experience.
n
- Boutique, collaborative team culture with the backing of a leading investment firm.
n
- Exposure to sophisticated HNW clients and award-winning advisers.
n
- Ongoing mentoring, training and funded further study.
n
- Genuine long-term career progression within a growing business.
n

n

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.

n

Be careful - Don't provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .

n

Sign in to start saving jobs in your profile.

n

Don't have a Jora account? Register with:

n

Do you want to receive recommendations for similar jobs?

📌 Wealth Planning Assistant for HNW Clients & Growth (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales