Current jobs related to Financial Planning Associate - Sydney, New South Wales - Falcon Financial Advisers Pty Ltd
-
Associate, Financial Risk Advisory
2 days ago
Sydney, New South Wales, Australia Chatham Financial Full time $80,000 - $120,000 per yearOverviewWe 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 Adviser
1 week ago
Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $110,000 - $130,000 per yearJoin a leading national private wealth firm as a Associate Financial Adviser with a reputation for long-term client relationships, high-calibre advice, and an inclusive team culture. With an average client portfolio of $5M+ FUM, this is an exceptional opportunity to take the next step in your advice career while working with sophisticated, high-net-worth...
-
Financial Planning Manager
1 week ago
Sydney, New South Wales, Australia Perigon Group Pty Limited Full time $120,000 - $150,000 per year*Exclusive to Perigon Group*This is an excellent opportunity for an energetic, dynamic Commercial Analyst to join a diverse global retail group. Reporting into the CFO, you'll act as a business partner to operational stakeholders, providing commercial, financial & analytical support, to help drive decisions & business performance. This is an excellent...
-
Financial Planning
6 days ago
Sydney, New South Wales, Australia Pierre Fabre Laboratories Full time $120,000 - $180,000 per yearWho we are ?Pierre Fabre is a French pharmaceutical company, pioneer in dermo-cosmetics with notably iconic brands, Avène and Klorane.With more than 10,000 employees worldwide, the company has subsidiaries in 42 countries. In 2020, Pierre Fabre Group generated over 2,3 Billion euros in revenues.Nature is at the heart of our approach at Pierre Fabre, to...
-
Financial Planning
2 weeks ago
Sydney, New South Wales, Australia Private Advertiser Full time $80,000 - $120,000 per yearAbout UsWe are a premium financial services firm, specialising in providing holistic financial advice to High Net Worth (HNW) individuals. Renowned for our tailored solutions and exceptional client outcomes, we are expanding our dynamic team in Sydney CBD and seeking a proactive and detail-oriented Client Service Officer (Senior Member) to join us.This role...
-
Sydney, New South Wales, Australia FinancialAdvisor Full time $40,000 - $60,000 per yearWe are a boutique financial planning firm based near the Queen Victoria Building / Town Hall Station, Sydney (CBD).Our clients are mainly time-poor, white collar professionals; and we provide holistic financial advice (on areas such as investments, private equity, cash flow, wealth creation, tax planning, risk strategies, superannuation, insurance, etc).We...
-
Head of Financial Planning and Analysis
6 days ago
Sydney, New South Wales, Australia Robert Half Full time $180,000 - $250,000 per yearRef: A000871Senior leadership role managing a small teamReporting to a Dynamic CFOEntrepreneurial and Innovative PE-Backed FirmFantastic Working Environment, Annual Leave & Wellbeing PolicesImpressive Offices in CBD LocationThe CompanyRobert Half Executive Search has been exclusively retained to identify an ambitious Finance Leader for a growing and...
-
Associate, Private Equity
1 week ago
Sydney, New South Wales, Australia Insignia Financial Full time $90,000 - $120,000 per yearDrive global private equity co-investment and fund investment analysis through strong commercial acumen, deep-dive financial modelling, market assessments, and due diligence.Work alongside top quartile private equity managers in MLC's strong performing private equity program, investing globally on behalf of superannuation, institutional, wholesale and retail...
-
Financial Planning Analyst
6 days ago
Sydney, New South Wales, Australia KIA Australia Full time $90,000 - $120,000 per yearCompany description: Drive Your Career Forward with Kia Australia Join one of the world's fastest-growing automotive brands, where innovation meets passion. At Kia Australia, we're not just building cars — we're shaping the future of mobility. Be part of a dynamic team that values creativity, collaboration, and excellence. Discover a workplace that's as...
-
Business Planning Associate
2 weeks ago
Sydney, New South Wales, Australia TikTok Full time $80,000 - $120,000 per yearCorporate FunctionsBusiness Planning Associate - Monetization Strategy & Operations - AUNZLocation:SydneyEmployment Type:RegularJob Code:A213454ResponsibilitiesAbout the teamWe are looking for entrepreneurial spirits to join our monetization strategy and operations (MSO) team. You will have a ground floor opportunity to shape monetization efforts in...
Financial Planning Associate
2 weeks ago
Falcon Financial is a rapidly growing financial advice business, closely aligned with a highly reputable accounting group, servicing clients across the Northern Beaches of Sydney, Newcastle, and Southeast Queensland. Through a tried and tested business model, we truly believe the best path to success is by nurturing and developing people to best serve our clients and grow the business.
About the Role:We are seeking a motivated and ambitious Client Services or Paraplanning professional in the first few years of their Financial Advice career looking to take the next step into an Associate role.
The successful candidate will form an integral part of our business, acting as the go-between for the principal adviser and specialist paraplanning and client services teams, whilst building relationships with our clients in answering their queries. Ultimately this role will develop you into an authorised financial adviser. You'll have full support to undertake your professional year upon passing a probationary period.
This full-time role offers an exceptional opportunity to work closely with our principal financial adviser and business founder, gaining exposure to every aspect of the practice. This role will not see you tied to the desk all day writing advice documents or processing administration, as we have strong back-office support in place. Rather, you will have a direct role in the development and provision of advice to our clients from end to end, often building and managing those relationships yourself as you grow into the role.
Responsibilities:
- Engage and qualify prospective clients who are introduced to the business.
- Assist the principal financial adviser in preparing for client meetings and taking file notes along with implementing post meeting actions and tasks.
- Collaborate with the Advice, Client Services and Paraplanning teams in assisting with the development of financial plans and strategy papers for clients.
- Developing financial modelling and projections across wealth and insurance matters.
- Checking financial review, and client presentation packs prepared by Client Services for accuracy and completeness.
- Stay updated on industry regulations, compliance standards, and best practices in financial advising.
- Participate in team meetings, training sessions, and professional development activities.
- Contribute to the growth and success of the firm through proactive engagement and initiatives as set by the business.
It is an expectation that you will have spent several years in an advice practice and understand the systems, processes and suppliers we rely on to successfully support our clients and grow the business. This includes a strong understanding of Xplan and its various modules, along with wealth platforms, investments and life insurers we partner with to implement advice for our clients.
For the right candidate we will provide all the support and investment you need to thrive as a Financial Adviser, including a commitment to commencing and guiding you through your Professional Year.
Required Attributes:
- A growth mindset and commitment to being a team player.
- Excellent verbal and written communication skills.
- A strong understanding of systems and processes in a financial advice office.
- An interest in engaging with clients and other stakeholders of the business.
- Analytical mindset with the ability to interpret financial data and understand numbers.
- Strong organisational skills and with a proven ability to manage multiple projects and timeframes and meeting deadlines.
- An eye for detail and experience in reviewing documents and work papers.
- Curious nature and a passion for personal finance.
- A desire to support the growth of the business and play an active role in improving processes and innovation.
- A commitment to professionalism whilst still wanting to have fun along the way.
Required Experience and Qualifications:
- Minimum 2 years experience working in a Financial Advice practice in a Paraplanning or Client Services role.
- Working knowledge of Xplan and its various modules.
- Experience working with major investment and superannuation platforms and life insurers.
- FASEA Approved Degree, or currently working to its completion.
- Attractive remuneration package
- Mentorship and guidance from a highly capable senior financial adviser and founder who is genuinely committed to supporting the next generation of emerging Financial Planning Professionals.
- Exposure to a wide range of clients and financial planning scenarios.
- Support for professional development and pursuit of relevant certifications (e.g., qualifying study requirements, CFP).
- Clear pathway to becoming a financial adviser and potential partnership within the firm.
- Opportunity to work in multiple locations across Sydney, Newcastle, and the Gold Coast.
- Access to a supportive and inclusive work environment that values growth, collaboration, and integrity.
To apply for this position, please click 'Apply' and submit your resume. Interviews will be conducted on a rolling basis, and early applications are encouraged.
Join us on our journey to excellence in financial advice and become a valued member of our team
