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206 jobs – Financial Planning Assistant in City of Sydney NSW
seek.com.au
Full time
- Support Financial Advisers in client service and administration tasks
- Coordinate client opt-ins, review cycles, and administrative support functions
- Minimum 2 years experience, Xplan proficiency, business-related degree preferred
Posted 1d ago
Emerging Wealth
$60,000 - $75,000 a year
Full time
Remote
- Manage client onboarding, implementation, and communication effectively
- Ensure compliance, maintain audit-ready files, and support reviews
- Need financial planning experience, detail-oriented, Xplan proficient
Posted 2d ago
New to you
Advice AssistantAdvice Assistant
AIA
Full time
Hybrid
- Support customers in initiating financial advice journey
- Collaborate with various teams to achieve business targets
- Previous experience in financial services or insurance industry required
Posted 12d ago
Fitzgerald Jenkins Recruitment
Full time
- Support team of Advisers in wealth management services
- Handle client correspondence, settlements, and market tasks
- Maintain client files, communicate effectively, and manage tasks efficiently
Posted 10d ago
Firstunity Financial Services Pty Ltd
$75,000 - $110,000 a year
Full time
Hybrid
- Support senior advisers in financial advice process implementation
- Maintain accurate client records and documentation in Xplan CRM
- Client communication, application management, and support provision
Posted 10d ago
New to you
Client AssociateClient Associate
Findex
Full time
Hybrid
- Develop relationships with clients and external parties
- Coordinate work teams for expected outcomes and same day requests
- Solid experience in financial planning and investment platforms required
Posted 2mo ago
Mercer
Full time
Hybrid
- Handle client inquiries, financial documents, compliance requirements
- Minimum 2 years experience in financial planning or client service
- Proficiency in Xplan, Salesforce, MS Office; RG146 compliant
Posted 4mo ago
Godfrey Group Recruitment
Full time
- Coordinate advice implementation and client review process
- Manage client communication, onboarding, and CRM systems
- Require 3-5 years financial planning support experience, Xplan familiarity
Posted 2d ago
Keegan Adams Recruitment
Permanent
- Support financial advisers with advice implementation and client service
- Manage client communications, documentation, and financial requests
- Collaborate with advisers, clients, and external providers for seamless service
Posted 1mo ago
Findex
Full time
No experience required
- Support Financial Advisers with client review reporting and portfolios
- Provide administrative support, appointment booking, and document management
- Develop client relationships, attention to detail, and team collaboration
Posted 9d ago
BFG Financial Services
$67,000 - $72,000 a year
Full time
- Support financial advisors in client service and document preparation
- Maintain client database and liaise with financial institutions and brokers
- Entry-level role with training provided; strong communication and organization
Posted 10d ago
Aspirations Wealth Group
$35 - $42 an hour
Part time
- Manage client meetings, prepare documents, maintain client relationships
- Written and numerical skills, attention to detail, Microsoft Office proficiency
- Minimum 1 year finance experience, local candidates preferred
Posted 18d ago
Don't miss out!
We will notify you when new Financial Planning Assistant jobs in City of Sydney NSW are posted.
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