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Principal Advisory Officer

3 months ago

Sydney, New South Wales, Australia NSW Government -Financial Performance & Investments Full time

Principal Advisory Officer - Financial Planning

Are you passionate about supporting the people of NSW? We have a unique opportunity for an experienced financial planner

  • 1x ongoing fulltime opportunity, working 35 hours per week.
  • Parramatta location with flexible and hybrid working options available.
  • Clerk Grade 7/8. Base salary $101,947 to $112,849 p.a. plus superannuation and annual leave loading.

About us
At NSW Trustee & Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers.

Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives.

Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

Our commitment to diversity

About the team


The Legal and Professional Services division provides expert legal, taxation, financial planning, and genealogy services to customers across the entire agency.


About the role


The Principal Advisory Officer, Financial Planning is responsible for delivering complex financial planning services and advice, ensuring trustee and financial management services are high quality, timely, effective and customer focused.

Reporting to the Manager Financial Planning, this role will see you:

  • deliver financial planning services that are compliant with legislative requirements, consistent with industry best practice, cost effective, and in line within budget.
- escalate issues and provide advice on difficult matters, appeals and significant complaints to ensure that they are resolved effectively.
- contribute to major organisational change by aligning resources and performance and role modelling NSWTG's values and behaviours and maintaining and enhancing the organisation's reputation.

For more information about the position, view the role description

About you


We are looking for an experienced financial planner to join our team in the provision of financial planning advice and services.


  • A fully qualified financial planner
  • An excellent communicator who can provide expert advice on financial, insurance and budgeting to clients
  • Demonstrated experience in and knowledge of financial planning, investments, personal insurance, government benefits and child support.
  • Experience negotiating with financial institutions, benefit providers, statutory agencies and other stakeholders on complex or sensitive issues.
  • Proactive in establishing and maintaining working relationships with external organisations and government agencies.
  • Ability to promote and enhance a positive culture within the team and other staff within NSW Trustee & Guardian

Essential requirements

  • Certified Financial Planner or tertiary qualifications in Financial Planning and membership of a related professional body.
  • Demonstrated experience in and knowledge of Financial Planning
  • Understanding of NSW government and NSWTG's key services and client base.
  • All roles in NSWTG require a willingness to have phone calls monitored for quality and training purposes.

Sound like you? We would love to hear from you

What we offer
NSW Trustee & Guardian offers interesting, challenging and rewarding work that has real purpose.

Other benefits of joining us include:
- work-life balance with flexible work options including flex leave
- leave options including 14 weeks parental or adoption leave
- career development including study leave

  • Fitness Passport
For more information about joining us, visit the Careers page on our website.
- submit a resume (maximum five pages) and a cover letter (maximum two pages) outlining your skills, experience and suitability
- answer the following targeted question (maximum two pages):

  • Providing advice requires a deep understanding of many risks in differing situations. State all the risks that you consider and identify in developing your comprehensive financial plans.
  • Explain strategies in how these risks can be managed over time.

Applications close: 11:59pm, Sunday 06 August 2023

Please note:

  • If you need an adjustment in the recruitment process or workplace, please let us know.
  • A talent pool may be created for future ongoing and temporary roles and is valid for 18months.