We are a well-established and growing advisory firm who are passionate about helping their clients make confident, informed decisions about their financial future. We pride themselves on delivering tailored financial planning solutions to clients from all walks of life — from those building their wealth through to sophisticated investors and retirees. At the heart of the business is a genuine commitment to empowering both clients and team members to achieve their full potential. The culture is professional, supportive, and built on long-term relationships, excellence, and continuous growth.

About the role

An exciting opportunity is now available for a Financial Planning Assistant to join this high-performing team, based in our Sydney CBD office, just steps from Town Hall and with easy access to the metro and light rail.This role is ideal for someone who is passionate about client service and enjoys working closely with Financial Advisers to ensure exceptional outcomes for every client. You will play a critical role in supporting Adviser workflows, managing day-to-day administration, and acting as a trusted point of contact for clients.

Key responsibilities

Acting as the first point of contact for clients and managing day-to-day enquiries





Supporting Advisers and building robust relationships with internal and external stakeholders

Working collaboratively with Advisers, Paraplanners, and support teams to ensure quality advice and outstanding client outcomes

Coordinating client opt-ins, review cycles, and ongoing workflows

Taking ownership of administrative support functions including proofing documents, meeting preparation, and follow-up

Managing and coordinating Adviser diaries

Greeting clients on arrival and answering and directing incoming calls

About you

Minimum of 2+ years' experience in a similar Financial Planning Assistant or advice support role

A genuine commitment to providing exceptional client service

Strong communication and interpersonal skills

Excellent time-management and organisational capability

High level of attention to detail

Desirable: Business-related Degree or Graduate Diploma

Desirable: Demonstrated working knowledge of Xplan

A friendly, supportive environment with ongoing training and development

Birthday leave policy — never work on your birthday again

Annual company-wide conference

Meaningful work where your contribution is valued and recognised

#J-18808-Ljbffr

📌 Financial Planning Assistant (New South Wales)
🏢 Australian Financial Planning Group
📍 New South Wales