In-Demand Financial planner Jobs in New South Wales

Business Development Support - Graduate
ausbil —Sydney NSW
- Full-time
- Customer service
- Salesforce
- Microsoft Office
Financial Planning Client Administration Assistant
Harvest Financial Group —North Sydney NSW
- $60,000 - $90,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
Quick Apply
1d
Merchandise Planner
PVH Corp. —Sydney NSW
- Full-time
- Remote
- Microsoft Excel
- Communication skills
- Negotiation
- Parental leave
- Employee assistance program
Event Planner (Conference)
Gartner —Sydney NSW
- Full-time
- Hybrid work
- Management
- Presentation skills
- Bachelor's degree
Graduate Financial Planners
Bottrell Business Consultants —Newcastle NSW
- Finance
- Analysis skills
- Communication skills
Urban Planner
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
1d
Occupancy Planner
JLL —Sydney NSW
- Microsoft Powerpoint
- AutoCAD
- Google Suite
Senior Demand & Supply Planner
Arthrex —Sydney NSW
- Microsoft Excel
- Education
- Bachelor's degree
10d
Client Service Officer
Aware Super —Sydney NSW
- Full-time
- Administrative experience
- Financial services
- In-person
- Work from home
- Gym membership
Senior Demand and Supply Planner
Red Bull —Sydney NSW
- Full-time
- Microsoft Excel
- ERP systems
- Bachelor's degree
Quick Apply
Occupancy Planner
DAB-Jones Lang LaSalle (NSW) Pty Ltd —Sydney NSW
- Full-time
- Microsoft Powerpoint
- AutoCAD
- Google Suite
Quick Apply
Senior Workforce Planner
Amazon Commercial Services Pty Ltd —Kemps Creek NSW
- Full-time
- Microsoft Office
- Business
Project Procurement Manager
Thales —Woolloomooloo NSW
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Communication skills
- Health insurance
- Parental leave
1d
Wholesale Planner
Under Armour —Alexandria NSW
- Full-time
- Microsoft Excel
- Management
- Analysis skills
Financial Planner
Bottrell Business Consultants —Newcastle NSW
- Business
Financial Planner
Insignia Financial Ltd —Sydney NSW
- Full-time
Executive Assistant to General Manager Australia
AIG Australia Limited —Sydney NSW
- Full-time
- Customer service
- Microsoft Office
- Communication skills
Quick Apply
10d
Senior Merchandise Planner
Bras N Things —Pyrmont NSW
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Communication skills
Area Manager | NSW
Honey Birdette —Sydney NSW
- $85,000 a year
- Hybrid work
- Leadership
- Parental leave
- Gym membership
Senior Urban Planner
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
1d

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financial planner jobs near new south wales

Business Development Support - Graduate

ausbil
Sydney NSW

Apply Now

Job Details

Full-time

Qualifications

Investment
Customer service
Salesforce
Microsoft Office
Finance
Analysis skills
Computer skills
Financial services
Business
Communication skills
Time management

Full Job Description

About Ausbil

Ausbil Investment Management, based in Sydney, is one of Australia’s leading specialist Australian and global investment managers. Established in 1997, we are a strategic partnership between members of the investment/management team of Ausbil and New York Life Investment Management. Our clients include industry superannuation funds, investment platform, advisers and retail investors.

Your new role

We are searching for a Business Development Support person to join the Ausbil team. The role will primarily focused on supporting the Business Development Managers through outbound calls to financial planners, pipeline support and high-level support for event follow up.

While limited in scope, the person will also help support financial planners and investors with their daily online and telephone enquiries.

Business Development Support – Conducting outbound calls to financial planners and pipeline support, high level support for events. Rebate facilitation and support.
Systems and Reporting – Administration and maintenance of Salesforce. Preparation of monthly reports.
Deliver exceptional customer service: Respond to adviser and client enquiries, help resolve issues and provide accurate information about our products.
Process customer requests: Efficiently manage and process customer requests by being the contact between us and our unit registry provider.
Be a team player: Assist other teams with ad hoc tasks, exposing you to areas such as Product, Sales, Marketing, Operations, Legal and Compliance.

About you

You will ideally have either at least 1-2 years of financial services industry experience and/or hold a relevant Finance, Commerce or Business degree qualification.

Key requirements:

Exceptional customer service skills
Strong organisational and time management abilities
Excellent communication and interpersonal skills
High attention to detail and commitment to accuracy
Proficiency with Microsoft Office and the ability to learn new systems
An interest in funds management and financial markets
At least 1-2 years of investment funds or super experience (preferred) or relevant degree qualified.

Core competencies:

Problem-solving and analytical skills
Attention to detail and accuracy
Proficient computer skills
Team player with a positive attitude.

Diversity & inclusion at Ausbil

We are committed to an inclusive workplace in which differences and unique perspectives are encouraged and valued. Each employee is valued for their unique and distinctive background and skills, experiences, and point of view.

What's next

Please if you would like the opportunity to work in an award-winning boutique fund manager.

Agencies: Please note, this vacancy is being managed directly by Ausbil’s Human Resources. Thank you.

Full Time

Sydney, Australia

Posted 3/8/2026 12:00:00 am

Apply Now

Refine Your Search

financial planner jobs in new south wales

Business Development Support - Graduate

Financial Planning Client Administration Assistant

Merchandise Planner

Event Planner (Conference)

Graduate Financial Planners

Urban Planner

Occupancy Planner

Senior Demand & Supply Planner

Client Service Officer

Senior Demand and Supply Planner

Occupancy Planner

Senior Workforce Planner

Project Procurement Manager

Wholesale Planner

Financial Planner

Financial Planner

Executive Assistant to General Manager Australia

Senior Merchandise Planner

Area Manager | NSW

Senior Urban Planner

I want to receive the latest job alert for financial planner in new south wales

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