Careers

Careers

Join Our Team

We’re looking for new staff to join our team. Please see below for our career opportunities.
 

 

Financial Planning Graduate

 

At Strategy First Financial Planning our philosophy is to understand our clients and to work proactively with them to ensure they receive the best possible advice across all areas of their financial life. We develop deep, trusting relationships and help our clients to make smart choices that will give them the greatest chance of achieving their preferred future.

We are in search of a new member for our team who can practice this philosophy for the benefit of our clients.

We have built this role to provide you with a broad and deep understanding of all parts of a Financial Planning company. Not only will you develop the knowledge of each of the areas that function within the firm, you will also understand the interdependence between the areas and how they work with a singular focus on achieving great outcomes for our clients.  

This will provide you with an excellent basis of development for your career in Financial Planning.

This is an amazing opportunity for a graduate with:

  • Completion or near completion of a relevant degree.

  • Knowledge and interest in holistic financial planning advice

  • The desire to be part of a team that has shared goals, shared knowledge and mutual respect

  • The drive to have a positive impact on clients and their ability to reach their preferred future

  • Superior written and verbal communication skills

  • Keen attention to detail

  • High organisational skills

  • Experience with Xplan desirable but not essential

 

About the role

Assist Financial Planners in the provision of services to new and existing clients of Strategy First. This includes preparation of advice documents.

 

Manage the New Client process, which involves working with the Advice Team to introduce the client to Strategy First, our processes and the “client experience”.

 

Be responsible for the implementation of advice as authorised by clients.

 

Work across the Insurance and Compliance divisions to support the respective teams

The flexibility to work from home may be made available to the right candidate. 

Apply

For further information, or to apply for this role, please email your CV and Cover Letter with the subject line ' Financial Planning Graduate' to applicants@strategyfirst.com.au

Only shortlisted applicants will be contacted.

Senior Paraplanner

About the role

Provide ad hoc support to the Financial Planning department as required.


Work closely with Advisers and Senior Advisers to drive the plan development, delivery, implementation and ongoing Review processes behind our strategy services.

Use clear thinking skills and outstanding writing abilities to craft tailored Statements of Advice (SoA) which communicate complex strategy concepts in plain language.

Build lasting relationships with clients and ensure queries are addressed, expectations are managed and financial planning strategies are seamlessly implemented.

Drive the administration of the Portfolio Review process and participate in the firm’s Investment Committee.

Ensure advice documents are technically and legislatively sound, meet internal standards and adhere to compliance regulations.

Apply

For further information, or to apply for this role, please email your CV and Cover Letter with the subject line ' Senior Paraplanner' to applicants@strategyfirst.com.au.

 

Junior Paraplanner

About the role

Provide ad hoc support to the Financial Planning department as required.

 

Build lasting relationships with clients and ensure queries are addressed, expectations are managed and financial planning strategies are seamlessly implemented.

 

Drive the administration of the Portfolio Review process and participate in the firm’s Investment Committee.

 

Ensure advice documents are technically and legislatively sound, meet internal standards and adhere to compliance regulations.

Apply

For further information, or to apply for this role, please email your CV and Cover Letter with the subject line 'Junior Paraplanner' to applicants@strategyfirst.com.au.

 

 

Client Service

About the role

You will be an integral part of a team with a Financial Planner and Paraplanner, looking after a core group of clients.


Whilst looking after your group of existing clients, you will assist in welcoming new clients into the firm, being one of the first points of contact. Your role will include helping the client provide the relevant information and making the ‘on boarding process’ engaging for the client.


This will allow you to develop a strong relationship with your existing and new clients, understanding who they are and what’s important to them.


You will manage much of the contact with the clients, from personal greeting for meetings to online communication.


You will be involved with the preparation of advice documents and help implement the advice.


You will receive all the ongoing support and guidance from your ‘teammates’ that you need.

Apply

For further information, or to apply for this role, please email your CV and Cover Letter with the subject line 'Client Service' to applicants@strategyfirst.com.au.

 

 

Junior Client Service

About the role

You will be an integral part of a team with a Financial Planner and Paraplanner, looking after a core group of clients.


This will allow you to develop a strong relationship with your clients, understanding who they are and what’s important to them.


You will receive all the ongoing support and guidance from your ‘teammates’ that you need.


You will provide a high level of support to the ‘office’, managing core office administrative tasks such as mail, phones, etc.

Apply

For further information, or to apply for this role, please email your CV and Cover Letter with the subject line 'Junior Client Service' to applicants@strategyfirst.com.au.