At Sydney Financial Group, advisers spend their time where it matters: with clients. Clients come to you through a steady flow of new and existing clients from referrals and Google. You lead client conversations and set direction while our paraplanning team builds the advice. Admin is handled by our associate team who run workflows in Xplan. We offer two options: Junior Adviser for those newly qualified or early in their advice career seeking to build real skills fast with mentoring from experienced advisers; or Part time Adviser for experienced advisers wanting flexibility without stepping back from meaningful work.
Key responsibilities
Meet new and ongoing clients by phone, video and face to face to understand their goals
Complete fact finds to house standards
Brief paraplanning team and review the advice they prepare
Present advice and guide clients through implementation
Look after ongoing clients through regular reviews
Work closely with EAs, associates and paraplanners to keep files compliant and moving
About you
Registration as a relevant provider on the Financial Advisers Register,
A genuine interest in people and the ability to explain complex ideas simply
Organised, coachable and happy to follow a proven process
Clean compliance record
Full working rights in Australia
Open to automation
About us
Founded in 2018, Sydney Financial Group is now a team of around 30, with big plans for the next few years. We've built the business so our advisers spend their time where it matters: with clients. We have a steady flow of new and existing clients, clear house standards, structured workflows and modern tools, including AI, that cut out double handling.
Strong salary plus bonuses
A full diary without having to find the clients yourself
EA plus paraplanning and associate support
Mentoring from experienced advisers and support with your CPD
Genuine flexibility for part-time advisers
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📌 Financial Adviser – Junior or Part-Time (Sydney)
🏢 Sydney Financial Group
📍 Sydney
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