• Ongoing full-time opportunity, working 35 hours per week.
• Parramatta location with flexible and hybrid working options available
• Clerk Grade 9/10. Base salary $116,211 to $128,061 p.a. plus superannuation and annual leave loading

About us

At NSW Trustee & Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

About the team

The Legal and Professional Services Division provides expert legal, taxation, financial planning, and genealogy services to customers across the entire agency. 

About the role

The Manager, Financial Planning is responsible for the provision of financial planning advice and services that meet client needs, are compliant with legislative requirements, and are consistent, efficient and effective. 

The role will see you:

• Manage the delivery of financial planning services to ensure high quality, consistent, cost effective and timely service delivery that is within budget, compliant with legislative requirements and consistent with industry best practice.
• Administer financial, insurance and budgeting advice to clients to ensure financial assets are secured and benefits and entitlements are received.
• Provide advice on and monitor difficult matters, appeals and significant complaints to ensure that they are resolved effectively, client needs are met and the reputation of NSWTG is maintained and enhanced.

For more information about the position, view the role description.

About you

We are looking for an experienced financial planner to join our team and lead the provision of financial planning advice and services. We strongly encourage you to apply if you have the following skills and experience:

• A fully qualified financial planner.
• A strong leader who can manage high performing teams and can establish relationships with a range of stakeholders.
• An excellent communicator who can provide expert advice on financial matters, personal insurance and budgeting to clients.
• Demonstrated experience in and knowledge of financial planning, investments, personal insurance, government benefits and child support.
• Experience negotiating with financial institutions, benefit providers, statutory agencies and other stakeholders on complex or sensitive issues.
• Proactive in establishing and maintaining working relationships with external organisations and government agencies.
• Ability to promote and enhance a positive culture within the team and other staff within NSW Trustee & Guardian.

Sound like you? Apply now!

Essential requirements  

• Tertiary qualifications in Financial Planning and membership of a related professional body.
• All roles in NSWTG require a willingness to have phone calls monitored for quality and training purposes.
• Up to date COVID-19 vaccination status and able to provide acceptable proof

Our commitment to diversity

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.

What we offer

NSW Trustee & Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

• work-life balance with flexible work options including flex leave
• leave options including 14 weeks parental or adoption leave
• career development including study leave
• Fitness Passport 

Be part of something bigger. For more about joining us, visit the Careers page on our website.

How to apply

To apply for this role:

• complete the online application
• submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
• answer the following targeted question (maximum two pages):

1. Given the current economic circumstances how would you develop an investment strategy for a client who is single has financial assets of $450,000, residential property in which they live valued at $1,200,000, and is on a Centrelink Disability Pension.  What are the risks involved in providing the investment advice? For any lack of information please make whatever presumptions you wish and note these.

Read: writing your job application for tips with the application process.

For enquiries about the role, please contact Malcolm Pound, Senior Manager, Financial Planning Unit, Legal & Professional Services on 02 91787782 or email [email protected] using the subject line: Manager - Financial Planning enquiry via EthicalJobs.

For enquiries about the recruitment process, please contact Maria Macaraniag, Manager, Talent on [email protected].

Only applications submitted via the online portal will be accepted. 

Please note:

• If you need an adjustment in the recruitment process or workplace, please let us know.
• Offers of employment will be subject to reference checks and relevant clearances.
• A talent pool may be created for future ongoing, temporary and part-time roles, and is valid for 18-months.
• All candidates applying for this role must comply with our COVID-19 Vaccination Policy, have an up-to-date COVID-19 vaccination status and be able to provide acceptable proof. Further information about vaccination requirements will be provided to successful candidates and is also available via email request to [email protected].