Financial Planning Assistant

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

We are a well-established and growing advisory firm who are passionate about helping their clients make confident, informed decisions about their financial future. We 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, based in our Sydney CBD office, just steps from Town Hall and with easy access to the metro and light rail.This role is ideal for someone who is passionate about client service and enjoys working closely with 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 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

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: Business-related Degree or Graduate Diploma

Desirable: Demonstrated working knowledge of Xplan

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