Financial Planning Assistant

3 weeks ago

Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full time
Overview

Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff. At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.

The opportunity

We are currently on the lookout for a self-motivated and enthusiastic Financial Planning Assistant to provide professional administrative support to the wealth management activities of the business. In this client facing role, you'll be working closely with the Private Wealth Advisers (PWAs) to build and maintain relationships with new and existing clients and respond to general client queries and requests. This role also includes administrative support for the PWAs, including scheduling client meetings and diary management, preparing documents for client reviews, maintaining client records and other general administrative tasks. You'll also liaise with key stakeholders to ensure all client tasks are completed within set time frames.

Responsibilities
  • Provide professional administrative support to wealth management activities
  • Work closely with Private Wealth Advisers to build and maintain client relationships
  • Respond to general client queries and requests
  • Schedule client meetings and manage diaries
  • Prepare documents for client reviews
  • Maintain client records and perform other general administrative tasks
  • Liaise with key stakeholders to ensure client tasks are completed within set time frames
What we are looking for in a successful candidate
  • Previous experience in a similar role within financial services or a related industry is preferred
  • Current or ongoing study in Business/Commerce, Diploma of Financial Planning and/or RG146 Compliance would be advantageous
  • Hard-working, resilient and committed to delivering positive outcomes for clients and colleagues
  • Proficient in Microsoft Office; experience with XPLAN is a bonus
  • Strong focus on delivering high-quality client service and close attention to detail
To Apply

Applicants will be required to provide evidence of their eligibility to work in Australia, and at minimum undertake police and basic credit checks as a condition of employment. Please note that applications from agencies will not be considered at this time. If you need assistance or an adjustment during the application process, please reach out and let us know.


#J-18808-Ljbffr

  • Financial Planning Assistant

    2 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    **The opportunity**As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing...

  • Financial Planning Assistant

    3 weeks ago

    Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full time

    OverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...

  • Financial Planner

    2 weeks ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Planning

    3 weeks ago

    Sydney, New South Wales, Australia DH (Australia) Pty Limited Full time

    Financial Planning & Analysis and Audit Analyst page is loadedFinancial Planning & Analysis and Audit AnalystApply locations AUS - Sydney time type Full time posted on Posted Today time left to apply End Date: September 25, 2025 (30 days left to apply) job requisition id JR107288Do you want a job with a purpose?And do you want to make healthcare safer,...

  • Financial Planning Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeAccountancy Full time $110,000 - $130,000

    Job Overview:We are seeking an experienced financial expert to join our team as a Financial Planning Specialist. This is an exciting opportunity for a skilled professional to utilize their expertise in financial planning and analysis to contribute to the growth and success of our organization.Key Responsibilities:Prepare, review and analyse financial records...

  • Financial Assistance Representative

    2 weeks ago

    Sydney, New South Wales, Australia Volkswagen Financial Services Australia Full time

    Posted: 23/05/2025- Closing Date: 22/06/2025- Job Type: Permanent- Location: 24 Muir Road Chullora 2190- Job Category: PermanentVolkswagen Financial Services Australia is a leading provider of competitive finance and insurance products to over 1200 retailers across Australia representing automotive brands within the Volkswagen Group including: Audi, ŠKODA,...

  • Financial Planning

    2 weeks ago

    Sydney, New South Wales, Australia Dedalus Full time $90,000 - $120,000 per year

    Do you want a job with a purpose? And do you want to make healthcare safer, better and more reliable?Join our TeamFinancial Planning & Analysis and Audit AnalystJoin us as our Financial Planning and Analysis and Audit Analyst at Dedalus, one of the World's leading healthcare technology companies, in Sydney, Australia to do the best work of your career and...

  • Financial Planning

    2 weeks ago

    Sydney, New South Wales, Australia Raytheon Australia Full time

    OverviewLocation:AUSSA121: Mawson Lakes SA, 1-11 Technology Drive, Mawson Lakes, SA, 5095, AustraliaDate Posted:2025-08-26Country:AustraliaPosition Role Type:UnspecifiedRaytheon Australia is a trusted capability partner to the Australian Defence Force, providing technology solutions that protect and secure our sovereign projects. Raytheon Australia is...

  • Financial Planning

    2 weeks ago

    Sydney, New South Wales, Australia Domain Group Full time

    **Financial Planning & Analysis (FP&A) Analyst - Sydney Office - Permanent Full Time**A great opportunity for an experienced Finance and Planning Analyst based in Sydney to assist in the Long Term Planning and Performance Management activities of Domain Group.**Who are you?**- You have proven experience as a FP&A Analyst with strong commercial acumen who...

  • Financial Planning Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Dnata Full time

    **dnata** is one of the world's largest air services providers offering ground handling, cargo, travel and flight catering services across five continents.Our Financial Planning & Analysis team has an exciting opportunity for a highly motivated, outcomes focused individual with strong analytical skills to join our team as a Financial Planning Analyst in a...