Job Description
Full job description
Looking for a different way to use your financial planning experience?
If you have experience within a financial planning business and enjoy building trust with clients, this is an opportunity to apply your industry knowledge in a unique, client-facing role.
Coastal Advisory Australia is seeking an experienced financial planning professional to manage and qualify new client enquiries and guide prospective clients through the early stage of their advice journey.
This role sits at the front of our client experience — combining meaningful client conversations with sound judgement around suitability and alignment.
The Role
This position sits at the intersection of client experience and commercial judgement.
You will be the first point of contact for new enquiries generated through targeted marketing. Your role is to:
Engage prospective clients in structured, professional conversations
Understand their objectives and high-level financial position
Clearly explain our advice philosophy and Discovery process
Assess alignment with our service model and client profile
Ensure clients feel comfortable, informed and well-prepared
Match suitable clients to the appropriate Financial Adviser
You will not be providing personal advice or managing ongoing client portfolios. Instead, you will focus on creating a strong first impression while ensuring appropriate fit and readiness before Adviser engagement.
About You
You have prior experience within a financial planning environment and understand how advice businesses operate.
You are confident discussing financial matters at a high level and can recognise client complexity and alignment. Just as importantly, you are naturally strong in client conversations — able to build rapport quickly, communicate clearly and establish trust while maintaining professional boundaries.
You combine warmth with sound judgement. You are structured, organised and comfortable working within defined processes. You understand that creating a positive client experience and ensuring organisational fit go hand in hand.
Why Join CAA?
A specialised client engagement role within a high-performing advice business
Structured systems and clear processes
Exposure to a growing, multi-state advice firm
A professional and supportive team environment
Ongoing development within the financial services industry
If you’re looking to use your financial planning experience in a meaningful, client-facing capacity — we’d love to hear from you.
Company Overview
At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.
Looking for a different way to use your financial planning experience?
If you have experience within a financial planning business and enjoy building trust with clients, this is an opportunity to apply your industry knowledge in a unique, client-facing role.
Coastal Advisory Australia is seeking an experienced financial planning professional to manage and qualify new client enquiries and guide prospective clients through the early stage of their advice journey.
This role sits at the front of our client experience — combining meaningful client conversations with sound judgement around suitability and alignment.
The Role
This position sits at the intersection of client experience and commercial judgement.
You will be the first point of contact for new enquiries generated through targeted marketing. Your role is to:
Engage prospective clients in structured, professional conversations
Understand their objectives and high-level financial position
Clearly explain our advice philosophy and Discovery process
Assess alignment with our service model and client profile
Ensure clients feel comfortable, informed and well-prepared
Match suitable clients to the appropriate Financial Adviser
You will not be providing personal advice or managing ongoing client portfolios. Instead, you will focus on creating a strong first impression while ensuring appropriate fit and readiness before Adviser engagement.
About You
You have prior experience within a financial planning environment and understand how advice businesses operate.
You are confident discussing financial matters at a high level and can recognise client complexity and alignment. Just as importantly, you are naturally strong in client conversations — able to build rapport quickly, communicate clearly and establish trust while maintaining professional boundaries.
You combine warmth with sound judgement. You are structured, organised and comfortable working within defined processes. You understand that creating a positive client experience and ensuring organisational fit go hand in hand.
Why Join CAA?
A specialised client engagement role within a high-performing advice business
Structured systems and clear processes
Exposure to a growing, multi-state advice firm
A professional and supportive team environment
Ongoing development within the financial services industry
If you’re looking to use your financial planning experience in a meaningful, client-facing capacity — we’d love to hear from you.
Company Overview
At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Client Engagement - Financial Services Industry - Remote position is now open for candidates interested in the Work from home Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.