Financial Advisory Administration

2 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.
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