Financial Planning Assistant – Entry Level

About UsWe are a boutique financial planning firm in Sydney CBD dedicated to helping High Net Worth clients achieve their financial goals. Join our small, dynamic team and play a key role in delivering outstanding client service.Who This Role SuitsThis is a brilliant role for someone who is curious, a strong critical thinker and genuinely motivated to learn. You might be a recent finance or business graduate, or you might already have some experience in financial planning, lending or client service but have not quite found your long-term career direction yet.You will work across financial planning, mortgage broking, real estate, ASX listed shares/managed funds/ETFs, superannuation, insurance, tax and accounting. It is the kind of real-world learning that university often glosses over.The OpportunityCareer Growth: Learn from industry experts and build your financial services careerSupportive Team: Work in a close-knit, collaborative environmentExciting Clients: Gain exposure to diverse and high-profile clienteleQuality Over Quantity: We focus on doing things properlyConvenient Location: Modern CBD office with excellent transport links, plus a coffee machine that takes its job seriouslyKey ResponsibilitiesBe the first point of contact for new and existing client queriesAssist with client meetings, communications and administrative tasksBuild relationships with team members and external professionalsSupport compliance and maintain accurate client recordsImplement advice with strong attention to detail and assist with reportingWhat You Will BringEnthusiasm to learn and grow in financial servicesStrong communication, organisation and attention to detailProficiency in Microsoft Office (Word, Excel, Outlook)Experience with Xplan/Adviser Logic is a plus (but not essential)Experience in financial planning, administration, lending or customer service is a plus (but not essential)How to Apply: Send your CV and a short introduction to: arsine@francmarksterling.com.au or call Arsine on 0480 123 135 for more information. We look forward to hearing from you!