Back to Back Financial Planners – Young NSWWe'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 roleInitially, 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 chance 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 youWe're looking for someone who:Has excellent attention to detail and takes pride in producing accurate, high-quality workHas strong written and verbal communication skillsIs highly organised and manages their time effectivelyCan prioritise competing tasks and work efficientlyIs proactive,



reliable and takes ownership of their workWorks well independently and as part of a teamPresents professionally and communicates confidently with clients and colleaguesHas a genuine interest in financial planning and a willingness to learnIs looking to build a long‐term career and grow with our businessIdeally has experience in financial planning, paraplanning, review writing or a similar professional environment, although this is not essentialWhat we offerA genuine long‐term career opportunityOngoing training, mentoring and professional developmentExposure to all aspects of the financial planning processOpportunities for career growth and increased responsibilityA supportive and collaborative team environmentOur office is located in Zouch Street Young, NSW; however, flexible working arrangements, including remote work, may be considered for the right candidate.About usEstablished in ****, 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.
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📌 Review Writer / Financial Planning Team Member (Young)
🏢 Back to Back Financial Planners
📍 Young