Financial Advisory Administration

3 weeks ago

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

BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.

About the Role

We're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an in-office role ideal for a recent graduate or career changer looking to launch a career in financial planning.

What We Offer
  • Exciting entry-level opportunity in a supportive, professional environment
  • Exposure to both implementation and administration of strategic financial advice
  • Mentoring and development from experienced advisers
  • Modern office with easy access to public transport and Macquarie Centre
  • Competitive salary package based on experience
Key Responsibilities
  • Prepare and implement client advice documentation and reviews
  • Handle client enquiries professionally and maintain strong relationships
  • Provide support to our advisory team
  • Liaise with superannuation funds, investment platforms, fund managers, and brokers
  • Working alongside our advisory team to implement and maintain financial plans
  • Maintain and update our IRESS Xplan client database
  • Contribute to the delivery of high-quality financial advice
About You
  • University degree in business, finance, or related field (preferred)
  • Experience in client service or support role in financial services (preferred)
  • Strong communication skills – verbal and written
  • Excellent time management and organisational skills
  • Self-motivated with initiative and a passion for learning
  • High attention to detail and professional attitude
  • Proficient in Microsoft Office suite, particularly Excel and Word
  • Must be able to pass a National Police Check
  • Must have permanent Australian work rights
  • Previous experience with IRESS Xplan preferred (training provided for the right candidate)
How to Apply
  • Please submit your resume along with a cover letter outlining the skills and experience you would bring to our team.

#J-18808-Ljbffr

  • Financial Advisory Administration

    3 weeks ago

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

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Associate, Financial Risk Advisory

    2 days ago

    Sydney, New South Wales, Australia Chatham Financial Full time $80,000 - $120,000 per year

    OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client...

  • Associate, Financial Risk Advisory

    2 weeks ago

    Sydney, New South Wales, Australia Chatham Financial Full time

    Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicantsJoin to apply for the Associate, Financial Risk Advisory role at Chatham FinancialGet AI-powered advice on this job and more exclusive features.OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we...

  • Associate, Financial Risk Advisory

    3 weeks ago

    Sydney, New South Wales, Australia Chatham Financial Full time

    We don't simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service....

  • Manager - Financial Crime Advisory

    2 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Ltd Full time

    Manager - Financial Crime Advisory**Location**:SYDNEY, NSW, AU, 2000**Employment Type**:Permanent Full Time- At Insignia Financial, your voice, ideas and individuality counts- Location Sydney with hybrid working arrangements- Permanent Full-time role**The opportunity to join our team**Reporting to the Head of Financial Crime Advisory, you will provide advice...

  • Cyber Advisory

    2 weeks ago

    Sydney, New South Wales, Australia Scyne Advisory Full time

    Cyber Advisory (Data & AI Governance) - Senior ManagerJoin to apply for the Cyber Advisory (Data & AI Governance) - Senior Manager role at Scyne AdvisoryCyber Advisory (Data & AI Governance) - Senior Manager2 days ago Be among the first 25 applicantsJoin to apply for the Cyber Advisory (Data & AI Governance) - Senior Manager role at Scyne AdvisoryGet...

  • Financial Advisory Manager

    2 weeks ago

    Sydney, New South Wales, Australia Perigon Group Full time

    The Finance Advisory, Policy & Governance team provides technical accounting advice to the broader business, to support decision making that enables improved P&L and capital outcomes, and ensures financial and management reporting compliance.**Qualifications**:- Degree in Accounting, Commerce (or similar) - Mandatory- CA or CPA qualified -...

  • Financial Advisory Expert

    2 weeks ago

    Sydney, New South Wales, Australia beBeeAdvisory Full time $180,000 - $240,000

    Financial Advisory Manager RoleAs a Financial Advisory Manager, you will play a key role in enhancing the governance of our financial control framework. This involves collaborating with teams across finance and beyond to develop strategic solutions that meet business objectives.You will be responsible for supporting the implementation of group-wide policies...

  • Financial Advisory

    2 weeks ago

    Sydney, New South Wales, Australia Mazars Australia Full time

    Flexible working hours- Hybrid working arrangement 3 days in the office and 2 from home- Close to public transport**Transaction Services (Financial Advisory) Graduate **- North Sydney**Why start at Mazars?**You've studied hard, earned great results, and now you're ready to take on the world. And if you're looking for a place where you'll be valued as a team...

  • 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...