In-Demand Research finance officer Jobs in Caringbah, Nsw

Client Services Officer – Financial Advice
Sydney Wealth Partners —Sydney NSW
- $31 - $34 an hour
- Microsoft Office
- Finance
- In-person
Quick Apply
11d
Procurement Officer
Australian Catholic University —North Sydney NSW
- $105,212 - $113,823 a year
- Full-time
- Hybrid work
- University
12d
Research Business Officer
St Vincent's Hospital Network —Sydney NSW
- $91,326 - $121,497 a year
- Full-time
- ERP systems
- Microsoft Office
- Administrative experience
13d
Research Business Officer
St Vincent's Health Australia —Inner West NSW
- $91,326 - $121,497 a year
- Full-time
- ERP systems
- Microsoft Office
- Administrative experience
13d
Research Officer - Pharmacology
Children's Cancer Institute —Randwick NSW
- Full-time
14d
Philanthropy and Partnerships Coordinator
The Garvan Institute of Medical Research —Sydney NSW
- Full-time
- Microsoft Office
- Organisational skills
- AI
- Parental leave
Research Finance Officer
Northern Sydney Local Health District —Sydney NSW
- $41.53 - $42.47 an hour
- Part-time
- Microsoft Excel
- Communication skills
8d
Sales & Marketing Manager
The Bread and Butter Project —Marrickville NSW
- From $110,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Travel reimbursement
- Paid training
Quick Apply
Senior Compliance Officer
PIMCO —Sydney NSW
- Full-time
- Research
- Analysis skills
- Financial services
Perioperative Commercial Manager
St Vincent's Health Australia —Inner West NSW
- Full-time
- No degree
- Leadership
14d
Head of Client Solutions
Southern Star Research —North Sydney NSW
- Full-time
- Hybrid work
- Research
- Master's degree
- Business development
Quick Apply
8d

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Client Services Officer – Financial Advice

Sydney Wealth Partners
Sydney NSW

Quick Apply

Job Details

Casual
$31 - $34 an hour
11 days ago

Benefits

Transportation links

Qualifications

Financial planning
Microsoft Office
Finance
Communication skills

Full Job Description

Casual, 21 hours/week | Sydney CBD | Flexible around study | Full-time pathway on graduation

About the opportunity

We're a boutique financial advice practice in the Sydney CBD looking for a final-year finance, economics or financial planning student to join us three days a week (or equivalent — we'll build the roster around your timetable).

The role follows a clear progression: casual for an initial 3–6 months, then a full-time role on graduation if we’re the right fit for each other.

You’ll work directly alongside 1–2 Principal Advisers across every stage of the advice process — not just filing and phones — with a pathway toward Paraplanning and Associate Adviser, and support through your Professional Year if becoming an adviser is your goal.

What you’ll be doing

Supporting the Principal Advisers across the full advice cycle — onboarding, review preparation, implementation and follow-up
Preparing client files, meeting packs and review documentation
Liaising with clients, product providers, platforms and insurers
Processing applications, transfers and account maintenance requests
Maintaining CRM records and workflow tracking
Research, modelling and advice document preparation as your skills develop

What we’re looking for

Final year of a degree in financial planning, finance, economics, commerce or related field
Interest in a long-term career in financial advice
Strong attention to detail and written communication
Comfortable with Microsoft Office; Xplan experience a bonus, not a requirement
Professional, reliable, organised and personable — we expect you to deal with clients
Available 21 hours per week in our CBD office

What we offer

From $31 per hour + superannuation (casual rate, inclusive of casual loading)
A structured pathway: casual, then full-time on graduation (circa $60k–$70k + super)
Genuine flexibility around exams and your timetable
Direct mentoring from experienced Principal Advisers — you’ll see how advice is actually delivered
Support through the Professional Year for candidates pursuing adviser registration
A central CBD location close to public transport

How to apply

Send your CV and a short cover note telling us where you’re studying, when you graduate, and why a career in financial advice interests you. Applications without a cover note won’t be considered.

Applications close 31 August 2026.

Applicants must have Australian working rights. Due to application volume, only shortlisted candidates will be contacted.

Pay: $31.00 – $34.00 per hour

Work Location: In person

Quick Apply

Refine Your Search

research finance officer jobs in caringbah, nsw

Client Services Officer – Financial Advice

Procurement Officer

Research Business Officer

Research Business Officer

Research Officer - Pharmacology

Philanthropy and Partnerships Coordinator

Research Finance Officer

Sales & Marketing Manager

Senior Compliance Officer

Perioperative Commercial Manager

Head of Client Solutions

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