Financial Advisory Administration

2 hours 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

  • 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 applicants Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial Get AI-powered advice on this job and more exclusive features.Overview We don't simply hire employees.We invest in them.When you work at Chatham, we...


  • 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...


  • 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...


  • 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....


  • 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....


  • 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....


  • Sydney, New South Wales, Australia beBeeAnalytical Full time $90,000 - $120,000

    Investment Banking AssociateThe Investment Banking department is a leading global advisory and capital-raising practice.Responsibilities:Conducting market research within the financial institutions sector.Preparing marketing materials, presentations and assisting in client relationship management.Developing valuation models, pro-forma financial statements...

  • Graduate Program

    3 weeks ago


    Sydney, New South Wales, Australia QTAC Guidance Officer Advisory Group Full time

    Graduate Program – Chief Financial Officer (CFO) Advisory About BDO At BDO Australia, our why is 'empowering people, realising possibilities'.One way we bring this to life is by hiring and developing exceptional talent, to deliver on our wide array of audit, tax and advisory services.About the Role Join our Graduate Program as a Graduate Consultant within...


  • Sydney, New South Wales, Australia Macquarie Group Full time

    Manager | Financial Advisory and GovernanceJoin to apply for the Manager | Financial Advisory and Governance role at Macquarie GroupManager | Financial Advisory and Governance3 days ago Be among the first 25 applicantsJoin to apply for the Manager | Financial Advisory and Governance role at Macquarie GroupGet AI-powered advice on this job and more exclusive...


  • Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $200,000

    About BDO Australia has been removedWe empower people and realise possibilities. Our audit, tax and advisory services help businesses thrive.Our Transaction Services team in Sydney is seeking a Deal Advisory Manager to join their ranks.You will lead teams to perform detailed financial analysis and prepare reports for senior management and boards.This role...