Investlink Group is a leading, well-established boutique financial planning firm based in Parramatta. We provide tailored financial advice to help our clients achieve their goals in areas such as retirement planning, superannuation, wealth creation, and risk insurance.

We pride ourselves on our client-first approach, solid values, and supportive team culture.

We’re currently seeking a motivated and detail-oriented Administrative Officer to join our growing team and support our advisers in delivering outstanding client outcomes.

This is a fantastic opportunity for a recent Finance or Accounting graduate, or an entry-level professional who’s passionate about learning and growing in the financial planning profession. You’ll gain hands-on exposure to the advice process, client service, and compliance working closely with experienced advisers in a collaborative, mentoring environment.

About the Role

This position plays a vital role in ensuring the smooth and compliant delivery of our advice process. You’ll be responsible for supporting advisers and associates with day-to-day administration, client communication, and document management, ensuring our clients receive the highest level of service. Your key responsibilities will include:

- Preparing and managing client documentation and records.
- Assisting with advice implementation and compliance requirements.
- Liaising with clients, product providers, and internal teams.
- Supporting advisers with meeting preparation and follow-up tasks.
- Maintaining client files and data integrity within our CRM (Plutosoft).

Qualifications & Experience





- A genuine desire to learn and develop new skills.
- Positive and engaging attitude with excellent attention to detail.
- Strong organisational skills and the ability to prioritise multiple tasks.
- Excellent communication and customer service skills.
- Proficient in Microsoft Office (Word, Excel, Outlook).
- Able to work well both independently and as part of a team.
- Willingness to undertake external training where required.

Desired Experience & Qualifications

- Minimum 12 months’ experience in financial services administration (preferred but not essential).
- Qualifications in Financial Planning or Business Administration will be highly regarded.
- Ideal for a Finance or Accounting graduate looking to build a long-term career in financial advice.

About You

You are proactive, professional, and passionate about helping clients achieve their financial goals. You take pride in your attention to detail, enjoy solving problems, and thrive in a collaborative environment. You’ll bring a positive attitude, a willingness to learn, and the confidence to manage tasks independently while being an integral part of a close-knit, supportive team

Why Join Us?

- Friendly, supportive, and professional team culture.
- Ongoing mentorship and on-the-job training.
- Career growth opportunities within financial planning.
- Convenient Parramatta location close to public transport.
- Exposure to real client cases and end-to-end advice processes.

Ready to take the next step in your financial planning career? Apply now and be part of a team that values growth, learning, and making a genuine difference in clients’ lives.

📌 Financial Planning Administrative Officer (Parramatta)
🏢 Investlink Group
📍 Parramatta