The Company:

A long established medium-sized boutique financial planning practice, who continue to grow and take pride in their ability to get the best for their clients. They have a down to earth approach which allows them the ability to connect with a diverse range of clients.

The uniqueness of this organisation is that their clients comment on how they now actually understand the complex and often times daunting financial issues and jargon. They are currently seeking a receptionist who is looking at joining a growing company with career progression pathways available in the near future.

The Role:

Prior experience in a financial planning office environment is highly regarded. To be successful in this role you will be experienced in, and passionate about, working in financial services.

You will have a strong understanding of the core Microsoft Office package in addition to the ability to work in a busy, deadline driven environment. Our clients business uses XPLAN software as their CRM, but your experience with other financial planning software (COIN, VisiPlan, Midwinter etc) will be highly regarded as well.

This role is critical as it controls the flow of advice documents between financial planners and para-planners, resulting in the accurate documentation of advice to our clients. This role is also heavily involved in the development, implementation and review of Practice policies, procedures and processes, in conjunction with the Operations Manager and other staff.

You will be required to:

  • Manage the front office workflow for full time and casual staff

  • Prepare client files for financial planning meetings

  • Diary control for 6 financial planners

  • Take ownership of the Annual Review system

  • Take ownership of the annual FDS system

  • Assist in the business's payroll

  • Assist in on-boarding and off-boarding employees

  • Prepare monthly reports for the business Principal

  • Maintain outsourced services (eg. PI Insurance, Workers Compensation)

  • Liaise with the Principal regarding day-to-day operations

  • Circulate relevant licensee communications

  • Co-ordinating staff training

  • Carry out general filing

  • Ad hoc duties and projects as directed by the Principal


Ideally you will have:

  • Worked in the financial planning industry

  • Be RG146 compliant

  • Be able to manage staff and process

  • Enjoy process

  • Enjoy being part of a small team

  • Have impeccable professionalism

  • Have amazing communication skills

  • Work well to deadlines

  • Be extremely organised

  • Manage time efficiently



  • Generous salary

  • Vibrant company culture

  • 2 minute walk from Edgecliff train station

  • Potential for career progression

  • Full administration and management support

  • Monday – Friday (8.30am to 5pm)


How to apply:

Only candidates that have the right to work fulltime in Australia need apply (No VISA applicants)

Please click the "Apply" button to forward a copy of your resume in WORD format only. All applications will be treated in strictest confidence. To find out more about the rewarding and exciting long term career opportunity, please contact us on 1300 304 714 or email us at

Operations Manager

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