Job Description
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Established, high performing market innovator and leader.
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Young, Fun, rapid-paced and social environment
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Join a rare group where financial planning, property and lending sit under one roof, and help advisers deliver advice clients actually remember.
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I'm working with a well-established group with a 15-year track record, spanning financial planning, property investment and mortgage broking under one roof. The team is around 12 people, so this is a genuinely close knit environment where your contribution is visible, not lost in a large organisation.
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They're growing and need someone sharp to support their advisers and help maintain the high standard of client service they're known for.
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This role goes beyond admin. You'll be the connection point between the advisers, their offshore support team and clients, keeping everything from SOAs to review meetings running smoothly. Because it's a group covering planning, property and lending, you'll also get a broader view of how these areas work together for a client, rather than seeing just one part of it.
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What you'll actually be doing:
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Managing client relationships day to day, so advisers can focus on advice
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Coordinating with the offshore team on SOAs, ROAs and review documentation
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Keeping the CRM and compliance processes accurate and up to date
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Building your understanding of financial advice from the ground up, with property and lending exposure alongside it
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Who they're looking for:
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At least 6 months in financial services or a similar client facing role
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Studying towards (or holding) a Diploma in Financial Planning is a bonus, not essential
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Strong attention to detail and solid organisational skills
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Someone who genuinely wants to grow with the business, not just fill a seat
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Why this one's worth a look:
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$65k to $85k plus super, negotiable based on experience
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A genuine pathway into advice or paraplanning down the track
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A small, tenured team led by an MD who's built something substantial over 15 years
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Exposure across financial planning, property investment and mortgage broking, rare in one workplace
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A business that supports the local community, not just as a talking point
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📌 Paraplanner (New South Wales)
🏢 Bluewave Talent
📍 New South Wales