Shape the Future of Financial Planning
Join our team of dedicated professionals who help Australians navigate their financial journeys through every season of life and business.
Start Your JourneyCurrent Opportunities
We're always looking for passionate individuals who share our commitment to helping clients achieve financial clarity and success. Each role offers unique challenges and the chance to make a real difference in people's financial lives.
Senior Financial Planning Consultant
Lead comprehensive seasonal financial planning initiatives for individuals and businesses. You'll work directly with clients to develop strategies that adapt to changing economic conditions throughout the year.
What You'll Bring:
- 5+ years experience in financial planning or advisory services
- Strong analytical skills and attention to seasonal market patterns
- Excellent communication skills for client presentations
- Professional certification in financial planning preferred
Client Experience Specialist
Build lasting relationships with our clients while ensuring they receive exceptional support throughout their financial planning journey. You'll be the bridge between complex financial concepts and practical client understanding.
What You'll Bring:
- 3+ years in customer service or client relations
- Strong interpersonal skills and empathy
- Experience with financial services preferred
- Problem-solving mindset with attention to detail
Seasonal Markets Analyst
Research and analyze seasonal trends in financial markets to support our planning strategies. Your insights will directly influence the advice we provide to clients across different industries and life stages.
What You'll Bring:
- Bachelor's degree in Finance, Economics, or related field
- Strong analytical and research capabilities
- Experience with financial modeling and data analysis
- Understanding of Australian market dynamics
Why People Love Working Here
Our Sydney Olympic Park office isn't just a workplace – it's where financial expertise meets genuine care for client outcomes. We've built something special here, where professional growth happens naturally and everyone's contributions matter.
Flexible Work Arrangements
Hybrid options that support your best work and life balance
Professional Development
Annual training budget and conference attendance support
Health & Wellness
Comprehensive health coverage plus wellness programs
Performance Recognition
Merit-based advancement and achievement rewards
Your Application Journey
We've designed our process to be straightforward while giving both of us the chance to determine if we're a good fit for each other.
Submit Your Application
Send us your resume along with a brief cover letter explaining what draws you to seasonal financial planning and how your experience aligns with the role.
Initial Phone Conversation
A friendly 20-minute chat with our hiring manager to discuss your background, interests, and answer any questions you have about the role or our company.
Team Interview
Meet with potential colleagues and department heads in a relaxed setting. We'll discuss scenarios you might encounter and explore how you approach problem-solving.
Reference Check & Offer
We'll connect with your references, finalize details, and if everything aligns well, extend an offer with complete transparency about role expectations and compensation.
Meet Some of Our Team
"What I appreciate most here is how we actually listen to clients instead of pushing products. The seasonal approach makes so much sense when you see how it transforms someone's financial confidence."
"The learning curve was steep but supported every step of the way. Two years later, I'm leading client workshops and mentoring new team members. The growth opportunities here are genuine."
"The flexibility to work from home when needed while maintaining strong team connections has been life-changing. Plus, the work itself is meaningful – we're genuinely helping people improve their financial futures."