Description

About Us
At Best Life Financial Planning, we’re a family-run business dedicated to helping everyday Australians achieve their goals and live their best lives. We value integrity, professionalism, and genuine care for our clients. Our team is close-knit, supportive, and passionate about making a positive impact in people’s lives.

We look at the big picture for every client. This starts with their goals, finances, family plans, cash flow, and what their future could look like. Our advice covers everything from superannuation and retirement planning to investments, personal insurance, and Centrelink support.

Currently, we have two Advisers, an Associate Adviser, and an Office Manager. We are looking for a reliable Financial Planning Assistant who is eager to grow professionally and help us manage and expand our business.

Attitude counts— No prior experience in financial services is required—recent graduates and those with admin backgrounds are encouraged to apply.

Why Join Us?
        Growth & Mentorship: You’ll receive comprehensive training, ongoing support, and real opportunities to develop your skills.

        Career Pathways: We’re committed to your long-term growth and want you to build your career with us.

        Inclusive Culture: We welcome diverse backgrounds and experiences—what matters most is your attitude, willingness to learn, and ability to build strong client relationships.

        Flexible Work Options: We offer both full-time and part-time roles, and are open to flexible arrangements, although this will be an office-based role.

What You’ll Do
        Oversee and support general office administration

        Prepare for client meetings and provide post-meeting support

        Communicate with new and existing clients, building strong relationships

        Assist with applications (both paper and digital) and ensure smooth processes

        Conduct research using industry tools (like XPlan WealthSolver, Risk Researcher, XTools+)

        Help develop and edit advice documents

Full training and mentoring will be provided for all technical aspects of the role.

About You
        You’re passionate about helping people and delivering great service

        You’re detail-oriented, organized, and process-driven

        You’re eager to learn and adapt to new systems and processes

        You have strong IT skills (experience with XPlan or MS Word is a plus, but not essential)

        You communicate clearly and work well both independently and in a team

        You’re looking for a meaningful career, not just a job

How to Apply
Send your resume and a cover letter to admin@bestlifefinancialplanning.com.au with the subject line ‘Financial Planning Assistant'.

In your cover letter, please consider:

        Why you want to work in financial planning

        Where you see your career in five years

        Any relevant skills or experience you bring

Only shortlisted candidates will be contacted. No recruitment agencies, thank you.