At Australian Financial Planning Group, we’re a well-established and growing advisory firm, passionate about helping our clients make confident, informed decisions about their financial future. We pride ourselves 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 our business is a genuine commitment to empowering both our clients and our team members to achieve their full potential. Our culture is skilled, 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 our high-performing team. This role is ideal for someone who is passionate about client service and enjoys working closely with our 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 our 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

What’s On Offer at AFPG
A friendly, supportive workplace 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
Access to the AFPG Employee Share Plan

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 Qualifications
Business-related Degree or Graduate Diploma
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📌 Financial Planning Assistant Hervey Bay
🏢 Australian Financial Planning Group
📍 Hervey Bay