Job Description

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Established financial planning firm with quality client base

Location n

Sydney CBD Office

About Us n

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.

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In this role, you'll have the chance to enhance your knowledge and work toward a career in financial planning.

Key Responsibilities n

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- Assisting the senior advisers with research, modelling, and calculations to create financial strategies.
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- Attending client meetings to provide support and follow-up work.
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- Review and ensure accuracy and compliance of advice documents.
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- Support the implementation of financial strategies.
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- Building strong, trusting relationships with clients, investment platforms, insurers, and other key partners.
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- Proactively addressing client needs and ensuring we maintain high service standards.
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- Contributing to ongoing improvements in processes and efficiency.
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To be successful for this role,



candidates must meet the following prerequisites nn
- Completion or progress toward a relevant university degree.
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- Experience using Microsoft365 suite and the ability to quickly learn current software.
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- Strong knowledge base in financial planning concepts and regulations, including an understanding of tax, superannuation, retirement income streams and investments.
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- High levels of accuracy, initiative, and a proactive and enthusiastic work ethic.
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- Ability to build rapport and trust with our team of advisers.
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- Great communication skills, both written and verbal.
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- Salary package reflecting experience and capability.
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- Pathways to advance into offering advice directly to clients.
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- Supportive team environment fostering professional development and collaboration.
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Note n

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 (Sydney)
🏢 Financial Decisions
📍 Sydney