Client‑Focused Financial Planning Assistant — Birthday Leave

Australian Financial Planning Group; Sydney; On-site; AUD 52,000 - 68,000; Full time

Job summary

Australian Financial Planning Group in Sydney CBD is seeking a Financial Planning Assistant to support advisers and deliver exceptional client service.

This role focuses on day-to-day administration, client inquiries, and coordination of workflows, ideal for someone with 2+ years' experience who is passionate about client service. The team is professional, supportive, and offers ongoing training.

Qualifications

• Minimum 2+ years' experience in a similar Financial Planning Assistant or advice support role.
• Strong client service mindset with excellent communication skills.
• Excellent time-management and organisational capability.
• High level of attention to detail.
• Desirable: Business-related Degree or Graduate Diploma.
• Desirable: Demonstrated working knowledge of Xplan.

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.

Skills

Client service

Communication

Time management

Attention to detail

Education

Business-related Degree or Graduate Diploma

Tools

Xplan

Job description

Australian Financial Planning Group in Sydney CBD is seeking a Financial Planning Assistant to support advisers and deliver exceptional client service.

This role focuses on day-to-day administration, client inquiries, and coordination of workflows, ideal for someone with 2+ years' experience who is passionate about client service. The team is professional, supportive, and offers ongoing training.