Financial Planning Assistant
- Support the advice process from preparation to implementation.
- Manage client files and maintain accurate records.
- Build strong relationships with clients while providing exceptional administrative support.
We're partnering with a highly regarded team of Financial Advisers who operate as a boutique business within a well-established investment firm. Due to continued growth, they're looking for an experienced Financial Planning Assistant to join their close-knit Sydney team.
This is an opportunity to enjoy the best of both worlds - the personalised culture, autonomy and client focus of a boutique practice, with the stability, resources and career opportunities of a larger organisation.
Working alongside award-winning Senior Wealth Advisers, you'll play a key role in delivering an exceptional client experience for a loyal portfolio of High Net Worth clients.
Key responsibilities include:
- Supporting the advice process from preparation through to implementation.
- Preparing applications for super, SMSF, trusts and investment platforms.
- Processing listed and unlisted investment transactions.
- Managing client files and maintaining accurate records.
- Coordinating meetings and preparing documentation for new and existing clients.
- Building strong relationships with clients while providing exceptional administrative support.
About you:
- Experience in wealth management, ideally within adviser support or client services with account opening / client onboarding experience.
- Financial planning practice experience is preferred, though candidates from investment platforms or adviser service providers are also encouraged to apply.
- Excellent communication and organisational skills.
- High attention to detail with a proactive, client-focused approach.
- Professional, trustworthy and committed to delivering outstanding service.
What's on offer:
- Above-market salary package based on experience.
- Boutique, collaborative team culture with the backing of a leading investment firm.
- Exposure to sophisticated HNW clients and award-winning advisers.
- Ongoing mentoring, training and funded further study.
- Genuine long-term career progression within a growing business.
If you're looking to build your career in a high-quality wealth management environment where relationships genuinely come first, we'd love to hear from you. All applications will be treated with the strictest confidence.
Consultant
Alice Pipes
Director
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Reference number: 12936
Profession:Wealth Management
Company: Keegan Adams
Date posted: 24th Jul, 2026
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