Financial Advisory Administration

2 days ago

Macquarie Park New South Wales, Australia BFG Financial Services Full time $60,000 - $80,000 per year

About Us

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.

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