Junior Financial Planner – Growth Path & Client Support

Financial Decisions; Sydney; On-site; AUD 60,000 - 80,000; Full time

Job summary

Financial Decisions in Sydney CBD is seeking a junior financial planning assistant to back senior advisers with research, modelling, and client meetings, helping to create financial strategies.

You will review advice documents for accuracy and compliance, support strategy implementation, and build rapport with clients, investment platforms, and insurers. This is a pathway to offering advice directly to clients. Note: This position is open to Australian citizens and permanent residents only.

Qualifications

• Pursuing or completing a relevant university degree.
• Proficient with Microsoft 365 and quick to learn new software.
• Solid knowledge of tax, superannuation, retirement income and investments.
• High accuracy, initiative and proactive work ethic.
• Excellent written and verbal communication.

Responsibilities

• Assist senior advisers with research, modelling and calculations.
• Attend client meetings to provide support and follow-up work.
• Review and ensure accuracy and compliance of advice documents.
• Support the implementation of financial strategies.
• Build rapport with clients, platforms, insurers and partners.
• Identify process improvements and contribute to efficiency.

Skills

Microsoft 365

Financial planning concepts

Communication skills

Accuracy and initiative

Relationship building

Client-facing communication

Education

Relevant university degree (in progress)

Job description

Financial Decisions in Sydney CBD is seeking a junior financial planning assistant to back senior advisers with research, modelling, and client meetings, helping to create financial strategies.

You will review advice documents for accuracy and compliance, support strategy implementation, and build rapport with clients, investment platforms, and insurers. This is a pathway to offering advice directly to clients. Note: This position is open to Australian citizens and permanent residents only.