Sheffield Financial Group:

Sheffield Financial Group exists to make finance more understandable and accessible.

As an award-winning financial advice business, we help Australians build wealth, protect what matters most and make confident financial decisions through tailored financial planning, insurance, superannuation and investment advice.

As we continue to grow, we are committed to maintaining the things that have contributed to our success: high-quality advice, exceptional client service and a people-first culture where everyone can make an impact.

We believe great businesses are built by great people. That is why we invest heavily in our team's development, celebrate success along the way and create meaningful opportunities for people to build rewarding long-term careers.

We are proud to offer the ‘best of both’: the career opportunities and career development of a growing financial services business, combined with the flexibility, accessibility and agility that can often be lost in larger corporate environments.

The Opportunity:

This is an excellent entry-to-mid-level opportunity for someone who enjoys building relationships, helping people and creating positive client experiences.

Whether your background is in sales, customer service, hospitality, retail or another client-facing environment, this role provides a genuine pathway into financial services without requiring previous industry experience.

Working closely with experienced financial advisers, you will play an important role in helping people take the first step towards improving their financial future. You will gain exposure to financial planning,



insurance and wealth management while developing valuable relationship management, communication and commercial skills.

You will join a supportive, high-performing team that values initiative, professionalism, personal growth and celebrating success along the way.

Key Responsibilities

· Contact warm leads and referrals from partner businesses and schedule appointments with financial advisers.

· Build rapport with prospective clients and provide an exceptional first impression of the business.

· Support advisers with client reviews and renewal opportunities.

· Manage client communications and explain the insurance and advice process.

· Maintain accurate records and activity within company systems.

· Help identify opportunities to improve client outcomes and ensure clients receive maximum value from our advice and services.

About You

· 3+ years in a professional workplace, ideally in a sales or client-facing role.

· Resilient and comfortable hearing “no” while maintaining a positive attitude.

· Articulate communicator with strong relationship-building skills.

· High-energy, proactive and self-motivated.

· Professional presentation and workplace etiquette.





· Confident learning new technologies and systems.

Desired Experience (Not Essential)

· Experience in financial services, insurance, banking or professional services.

· Basic understanding of personal finance or insurance.

· Experience using CRM systems.

· No university degree required.

What’s In It For You?

· Competitive salary plus incentive scheme.

· Hybrid and adaptable working arrangements.

· A genuine entry point into the financial services industry.

· Direct exposure to financial planning, insurance and wealth management.

· Mentorship from experienced financial advisers.

· Career progression opportunities within a growing business.

· A supportive team that celebrates individual and team achievements.

· Regular team events and recognition of wins along the way.

· The opportunity to make a genuine impact in a growing business where great ideas quickly become action.

· A culture that values flexibility, accountability and outcomes over unnecessary corporate process.

Success in Your First 12 Months

· Consistently convert referral leads into adviser appointments.

· Deliver exceptional client experiences.

· Become a trusted support person for clients and advisers.

· Contribute to business growth through proactive engagement and follow-up.

· Build valuable industry experience and knowledge.

Ready to build a career in finance? If you enjoy building relationships, helping people and want to be part of a team that values growth, flexibility and celebrating success together, we'd love to hear from you.

📌 Client Coordinator (Sydney)
🏢 Sheffield Financial Group
📍 Sydney