Financial Adviser – Junior or Part-Time

Sydney Financial Group; Sydney; On-site; AUD 60,000 - 110,000; Part time

Benefits offered by this job

Salary + bonuses

Structured diary (no client hunting)

EA + paraplanning and associate 지원

Mentoring from experienced advisers

Part-time flexibility

Job summary

Sydney Financial Group is seeking advisers who meet clients in person, by video or by phone to understand their goals, with paraplanning handling advice preparation and EA support ensuring smooth workflows.

Choose either Junior Adviser with mentoring from experienced advisers or Part-Time Adviser for flexible hours. You’ll work within a structured process, stay compliant, and use modern tools like Xplan while building real skills with clients.

Qualifications

• Registration as a relevant provider on the Financial Advisers Register.
• Junior: 0–3 years' advice experience.
• Part-time: 3+ years' advice experience.
• Interest in people and 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.

Responsibilities

• Meet new and ongoing clients by phone, video or 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.

Skills

Client communication

People skills

Coachable

Compliance mindset

Tools

Xplan

Job description

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, meeting the education and exam standards

Junior: 0–3 years' advice experience. Part-time: 3+ years' advice experience

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