Established financial planning firm with quality client base
Location
Sydney CBD Office
About Us
Join our established financial planning firm known for delivering exceptional client service and comprehensive financial solutions. We offer a supportive team environment and opportunities for professional growth.
In this role, you'll have the chance to enhance your knowledge and work toward a career in financial planning.
Key Responsibilities
Assisting the senior advisers with research, modelling, and calculations to create financial strategies.
Attending client meetings to provide support and follow-up work.
Review and ensure accuracy and compliance of advice documents.
Support the implementation of financial strategies.
Building strong, trusting relationships with clients, investment platforms, insurers, and other key partners.
Proactively addressing client needs and ensuring we maintain high service standards.
Contributing to ongoing improvements in processes and efficiency.
To be successful for this role,



candidates must meet the following prerequisites
Completion or progress toward a relevant university degree.
Experience using Microsoft365 suite and the ability to quickly learn new software.
Strong knowledge base in financial planning concepts and regulations, including an understanding of tax, superannuation, retirement income streams and investments.
High levels of accuracy, initiative, and a proactive and enthusiastic work ethic.
Ability to build rapport and trust with our team of advisers.
Outstanding communication skills, both written and verbal.
Salary package reflecting experience and capability.
Pathways to advance into offering advice directly to clients.
Supportive team setting fostering professional development and collaboration.
Note
This position is open to Australian citizens and permanent residents only. Employer sponsorship is not available for this role.
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📌 Financial Planning Graduate/Associate (New South Wales)
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📍 New South Wales