Description

The Company

Our client is a well-established and growing advisory firm who are passionate about helping their clients make confident, informed decisions about their financial future. They pride themselves 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 the business is a genuine commitment to empowering both clients and team members to achieve their full potential. The culture is professional, 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 this high-performing team. This role is ideal for someone who is passionate about client service and enjoys working closely with 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 clients.

Key Responsibilities

Acting as the first point of contact for clients and managing day-to-day enquiries
Supporting Advisers and building strong 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

A friendly, supportive environment 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 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
Proven experience using Xplan
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
Demonstrated working knowledge of Xplan