Financial Planning

• Three opportunities in a growing financial planning team
• Career development in a respected regional business
• Supportive culture, flexibility and long-term growth potential

Phillipsons Financial Planning is growing and we’re seeking three people to strengthen our client service, workflow coordination, and operational compliance. These roles offer the chance to build your career in a collaborative, community-focused business.

About Phillipsons Financial Planning

Phillipsons Financial Planning is a long‑established, community‑focused advice practice based in Sale, Victoria. We operate as part of a multi‑disciplinary firm alongside accounting, bookkeeping and business advisory services, supporting a diverse client base locally, nationally and overseas.

Available roles

1. Operations & Compliance Manager

This is a senior, hands-on leadership role spanning operations, compliance coordination, people management, reporting and continuous improvement. You will work closely with the Financial Planning Principals and the governance to ensure daily operations run smoothly. You will also assist with the design and implementation of improved systems and processes across advice delivery, client service and support functions.

Key Responsibilities Include

Lead daily operations, coordinate workflows and compliance requirements, collaborate with all parties, assist with capacity planning, coordinate documentation and record‑keeping, prepare reporting, improve systems and processes and support technology adoption. applied.

About You

You are a team player who demonstrates a ‘can do attitude’ and a growth mindset and have a willingness to take charge. You have a firm commitment to good governance with a strong focus on excellent service delivery. You will typically have:

• experience in management, operations and/or compliance within financial planning or professional services
• leadership capability
• an understanding of the financial advice process and investment management
• confidence working with data, reporting and performance metrics.
• experience leading support teams and managing competing priorities.
• ease with technology, be adaptable and innovative.

Why join us

• Opportunity to play a meaningful leadership role in a respected regional practice, with collaboration across multiple disciplines.
• Scope to shape how the Financial Planning division operates through evolution for growth.

2. Client Services Officer – General Support

This varied role provides administration and implementation support to our advisers and wider Financial Planning team, keeping client workflows moving, maintaining accurate records, and ensuring a smooth, professional client experience.

Key Responsibilities Include

Preparation of client communications, liaison with providers including information follow up, maintaining client file documentation and accurate records, assist with implementation tasks, support listed security trades and corporate actions administration, assist with quarterly portfolio reporting and execution-only documentation, Centrelink portal updates and information requests, client invoicing/receipting support, ongoing fee processing, and related reporting as well as workflow reporting and other general administration support.

About you

You are a team player with a positive attitude and with strong customer service experience in a similar industry. You will typically have intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook), strong attention to detail, excellent organisation skills and the ability to prioritise tasks to meet deadlines. Clear written and verbal communication is important, together with your collaborative team approach. You are professional, confidential and have a commitment to compliance standards.

3. Service Manager

This role coordinates the end-to-end client service experience and workflow across advisers and support staff. The role is responsible for creating structure, maintaining momentum on service delivery commitments and ensuring consistent, high-quality communication with clients and stakeholders.

Key Responsibilities Include

Presenting confidently and professionally as the first point of contact for client and provider communications, maintain accurate client records, monitor shared mailboxes and triage key items, coordinate adviser diaries and client meeting scheduling, maintain and manage workflow tasks, support document preparation for client signing, manage document version control, prepare Fee Disclosure Statements and renewal notices, liaise with providers and track overdue items, assist with engagement management and Centrelink administration.

About you

You have experience in a client service / workflow coordination role (financial planning or professional services preferred), you have strong written and verbal communication, you are solutions-focused, highly organised with the ability to create clear systems, coordinate multiple priorities, and meet deadlines. You are confident using Microsoft 365 (Outlook, Word, Excel, Teams) and you learn new systems quickly. You will have a commitment to confidentiality, professionalism and continuous improvement.

What We Offer

• These roles are ideally full-time positions; however, we are a flexible organisation so are open to part-time hours and/or school hours to enable work-life balance for the right candidate.
• A progressive career in our organisation at a time of continued success and business growth.
• A competitive salary, in accordance with level of experience + superannuation + participation in team-based and individual projects with reward.
• The opportunity to progress your career within the business, including partnership if that is your desire.
• Phillipsons care about the needs of our clients and our people. In line with this, we offer a fun, friendly and supportive team environment.

If you enjoy delivering an exceptional client experience, value professionalism and confidentiality and have the required qualities, skills and experience, we’d love to hear from you.

How to Apply

Please send your resume and a brief cover letter specifying the role you are applying for and detailing your suitability and fit for the role.

Human Resources Manager

***email_hidden***

Please Note: You must have the right to live and work in Australia to apply for these positions.