Financial Planning Assistant

4 days ago

Barangaroo, New South Wales, Australia Panacea Wealth Management Full time $45,000 - $60,000 per year

About the role

We have an exciting opportunity for a motivated and enthusiastic individual to join Panacea Wealth Management, a boutique financial planning firm in Barangaroo, NSW, as a Part-Time Financial Planning Assistant (3 days per week).

At Panacea, we look after our clients like our family. We manage and monitor their finances with the same care and attention as we would our own. This role is entirely client-focused, ensuring our clients feel supported, valued, and confident in their financial journey.

You will be responsible for responding to client queries, preparing for review meetings, implementing agreed-upon actions in those meetings, and maintaining ongoing relationships through regular client contact. On occasion, you may also assist with reaching out to new prospects.

What you'll be doing

  1. Respond to existing client queries promptly and professionally
  2. Prepare materials and documents for client Review Meetings
  3. Implement actions agreed upon during client meetings
  4. Maintain regular contact with existing clients, including making phone calls to check in and provide updates
  5. Support occasional outreach to new prospects as directed
  6. Keep accurate client records and maintain organised documentation
  7. Work closely with the team, maintaining professionalism and a collaborative mindset
  8. Stay informed of industry practices and compliance requirements

What we're looking for

  1. Interest in starting a career in financial planning – no prior industry experience required
  2. Strong communication, interpersonal, and professional skills
  3. Organised, proactive, and attentive to detail
  4. Comfortable making phone calls and liaising with clients
  5. Proficient computer skills, including Microsoft Office and financial planning software
  6. Ability to work effectively in a team environment and contribute positively to a collaborative workplace
  7. Enthusiasm to learn and grow within a boutique, very client-focused financial planning environment

What we offer

At Panacea Wealth Management, we provide a supportive and rewarding environment, including:

  • Competitive salary
  • Flexible work arrangements with work-from-home options
  • Mentoring and on-the-job training to build your financial planning career
  • Collaborative and inclusive company culture
  • Experience working in a boutique, client-focused setting where client relationships are valued and nurtured

About us

Panacea Wealth Management is a boutique financial planning firm dedicated to providing personalised and ethical financial advice. We focus on building strong relationships with our clients, managing and monitoring their finances as if they were our own, and delivering practical solutions to help them achieve their financial goals.

Apply Now

If you are enthusiastic, client-focused, and looking to start a career in financial planning, we encourage you to apply today.

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