Description

Do you thrive in a fast-paced environment where accuracy, communication, compliance, and client care are central to everything you do?

We are looking for a standout Financial Planning Assistant (FPA/CSO) to join our Miranda office. This is a full-time role supporting our advisers and playing a pivotal part in ensuring our client relationships and operations run smoothly.

Why this role stands out

This is more than just an admin role. You’ll play a key part in our advice delivery process, coordinating client meetings, managing compliance, and supporting the implementation of financial strategies. You’ll be the go-to contact for clients, manage a range of administrative tasks, and contribute to workflow improvements.

Key responsibilities

Client coordination - Schedule appointments, prepare agendas and reports, and manage communications.
Meeting preparation - Prepare client review agendas and reports and ensure all documentation is accurate and complete.
Advice implementation - Process adviser recommendations including investments, superannuation, SMSFs, Centrelink, and aged care forms.
Compliance management - Prepare and manage Ongoing Fee Agreements, Fee Consent forms, and compliance checklists.
Database management - Maintain accurate client records across our CRM systems.
Stakeholder liaison - Communicate with product providers, paraplanners and internal teams.
Client relationship support – Build rapport and ensure clients feel supported and informed.
General administration – Assist with mail, stationery, seminars, and other office tasks.
Your skills & experience

Minimum 2 years’ experience in a similar role (financial services preferred).
Strong proficiency in Office 365 (Word, Excel, Outlook, SharePoint).
Excellent written and verbal communication skills.
A proactive, self-starting attitude with a calm and professional demeanour.
Ability to work independently and as part of a close-knit team.
Strong time management and organisational skills.
A genuine interest in helping clients and supporting advisers.
What sets you apart

Exceptional attention to detail and a drive to get things right the first time.
Clear and professional communication (both in writing and in person) with clients of all ages.
Ability to stay calm and focused under pressure while juggling multiple tasks.
Process-driven, organised, and always looking for ways to improve how we do things.
Bonus points if you

Have experience with CRM systems like Worksorted or Advice software.
Enjoy improving processes and finding smarter ways to work.
Are a quick learner and someone that shows initiative.
About us

We are a privately-owned, multi office advice business servicing clients in Sydney and the NSW Riverina with over $600 million in funds under advice. Our roots in a rural community continue to shape our values: straightforward, people-first, salt-of-the-earth service. Having successfully made the move away from a large institution in 2019, we operate under our own AFSL. Compliance, collaboration, and customer care are the hallmarks of the way we do business.

To apply

If you’re ready to bring your skills, energy, and professionalism to a team that values quality, compliance and client relationships, we’d love to hear from you. Please send your resume and a brief cover letter outlining your experience and why this role appeals to you.