We're a team of 24 people based in Young NSW, looking for a motivated and highly organised person to join our financial planning team.

This role is ideal for someone seeking a long-term career in financial planning and wanting to become a valued part of a professional, client-focused business.

About the role

Initially, the role will have a strong focus on review writing and supporting our financial planners with the preparation of high-quality client documentation.

You will also have the opportunity to attend and participate in client meetings, gaining valuable exposure to clients, financial planning strategies and the broader advice process.

Over time, we would like to see the successful candidate develop their knowledge, skills and responsibilities as their career progresses.

About you

We're looking for someone who:

- Has excellent attention to detail and takes pride in producing accurate, high-quality work
- Has strong written and verbal communication skills
- Is highly organised and manages their time effectively
- Can prioritise competing tasks and work efficiently
- Is proactive, reliable and takes ownership of their work
- Works well independently and as part of a team
- Presents professionally and communicates confidently with clients and colleagues
- Has a genuine interest in financial planning and a willingness to learn
- Is looking to build a long-term career and grow with our business




- Ideally has experience in financial planning, paraplanning, review writing or a similar professional environment, although this is not essential

What we offer

- A genuine long-term career opportunity
- Ongoing training, mentoring and professional development
- Exposure to all aspects of the financial planning process
- Opportunities for career growth and increased responsibility
- A supportive and collaborative team environment

Versatile working Our office is located in Zouch Street Young, NSW; however, flexible working arrangements, including remote work, may be considered for the right candidate.

About us

Established in 1990, Back to Back Financial Planners is a successful financial planning firm committed to helping clients achieve confidence and clarity around their financial future.

We value professionalism, teamwork, continuous improvement and building long-term relationships with our clients.

If you're organised, detail-focused and motivated to build a rewarding career in financial planning, we'd love to hear from you.

To apply,please send through your resume and a brief cover letter outlining:

· Your experience and background

· What interests you about financial planning

· Your long-term career goals

Applications should be directed to:

Elisecia (EJ)

Practice Manager

📌 Review Writer / Financial Planning Team Member (Young)
🏢 Back to Back Financial Planners
📍 Young