12 Month Contract (permanent opportunity) | Business Partnering & Advisory | Sydney CBD | Highly Flexible Working

Exciting opportunity in an industry leading company  - Community Impact Facilitator - Part Time - Newcastle 

Job Advert: Servicing Associate / Financial Adviser Assistant

Join a Growing, Dynamic Wealth Advisory Team

Location: Chatswood Hybrid (2 days in office, 3 days WFH)

The business

• A progressive and modern Wealth & Accounting practice 
• 5 partner firm with 34 staff in total. The wealth team has 24 staff onshore & 12 offshore 
• Culture - autonomous environment, 3 days work from home plus flexible working arrangement, casual attire, friendly, professional, hands-off approach, with supportive mentors.
• 37.5 hours a week, 8:30am-5pm office hours but flexibility around start and finish times. 
• Training- technical, soft skills & advisory training, professional year support
• Clear progression pathway with development plan 
• Work across four advisers in diverse roles, with the offshore team handling the administrative tasks, allowing for a focus on more impactful and engaging work

About the role 

The firm are looking for a dedicated and client-focused Servicing Associate to support a growing team of financial advisers. If you’re an experienced Adviser assistant with strong organisational skills and a passion for wealth management, this is your opportunity to gain hands-on experience in a young environment that values growth, flexibility, and professional development.

Key Attributes:

• A positive team member who is coachable.
• Ability to adapt to and has the desire to work with technology.
• Constantly looking to improve processes and create efficiencies.
• Strategy-driven mindset for creating great client outcomes.
• Excellent written and verbal communication skills.
• Confidence and initiative.
• Highly productive, gets things done, and is process-driven.

Key Responsibilities:

• Pre-meeting preparation: Liaising with clients prior to meetings, updating information and relevant strategies, completing investment advice documents, and working with the lead adviser to prepare for new and existing business.
• Meetings: File noting lead adviser/client discussions and presenting proposals or advice.
• Meeting implementation: Managing tasks efficiently following meetings, making portfolio changes on platforms, and updating relevant systems.
• Customer service: Building trusted relationships with clients, managing workflows and tasks for day-to-day queries, and responding within 24 hours to all client inquiries.
• Projects: Participating in action teams that influence the strategic direction of the business.
• Working alongside an extensive back-office support team to handle administrative tasks, allowing this role to focus on client-facing responsibilities and maximising value-adding work.

Qualifications and Experience:

• Bachelor’s Degree in a related field.
• 1+ years of experience in the financial services sector.
• Client engagement experience in prior roles.
• Strong system skills, including Microsoft Office and CRM platforms.

 Benefits:

• A flexible work environment (2 days in office, 3 days WFH).
• Extra benefits including birthday leave
• 5 weeks annual leave 
• Financial and study support, including assistance with your professional year.
• Regular social events, annual anniversary gifts, and retention bonuses.
• A supportive, young, and dynamic environment in a business experiencing 15-20% growth year-on-year.
• A future-focused company
• Bonuses based on performance

Who We’re Looking For:

• A strong communicator who enjoys working with clients and advisers.
• Someone who thrives in a team environment and can manage multiple priorities.
• A detail-oriented individual who ensures tasks are completed efficiently and accurately.
• Someone with a growth mindset and ambition to progress into a Financial Adviser role.

If you’re ready to take the next step in your financial services career and join a forward-thinking company, apply today!

Business Services Accountant | Chatswood - $70-88k package 

Charterhouse are proud to partner with a progressive Accounting & Financial Planning firm in Chatswood

Charterhouse is working closely with a modern, forward-thinking 5-partner firm in Chatswood that provides exceptional services across accounting and financial planning. With a team of 34 professionals, supported by offshore staff, they are dedicated to creating a supportive, innovative, and flexible working environment.

The Firm:

• 5 partner firm with 34 staff in total + Offshore staff in the Philippines & India (13 in the business services team, 12 in FP)  
• Software: Xero practice manager, and FYI docs, smart work papers, and Class Super. 
• Culture: autonomous environment, 3 days work from home plus flexible working arrangement, casual attire, friendly, professional, hands-off approach, with supportive mentors.
• Clients: A diverse portfolio ranging from family-run businesses ($500k–$10m) to larger entities ($20m–$30m) and high-net-worth individuals, including complex C-suite and executive-level clients.
• Work Flexibility: 3 days working from home, flexible start/finish times, and an emphasis on work-life balance.

Why Join?

• Fully funded professional education and clear career progression pathways, supported by individual development plans.
• A low staff turnover and a strong focus on team engagement, with quarterly events and a friendly, collaborative environment.
• Competitive benefits, including discretionary bonuses (ranging from $1–3k in year one to $10–30k+ with tenure).
• Comprehensive training, including weekly technical sessions, soft skills development, and leadership programs guided by business coaches.

The Role:
As a Business Services Accountant, you will work closely with Managers to service a portfolio of clients. Key responsibilities include:

• Preparing financial statements and tax returns for individuals, partnerships, trusts, and companies.
• BAS/IAS preparation and lodgements.
• Providing high-quality business and taxation advice, including tax planning, budgeting, and cash flow forecasts.
• Building and maintaining positive client relationships, including attending client meetings.
• Identifying and resolving complex accounting issues with support from Managers.

Office Hours:
8:30am–5pm with flexibility around start and finish times.

Benefits:

• Chatswood location with excellent transport links.
• A flexible working model, including 3 days WFH.
• Progression opportunities in a supportive environment.
• Quarterly team events and a vibrant office culture.

If this role resonates with you, or if you would like to discuss other opportunities, please reach out to Sam at Charterhouse - samantha@charterhouse.com.au, or apply using the link. 

Join this forward-thinking team and take your career to the next level!

• Financial Services Sector
• Permanent Opportunity
• Hybrid working arrangement
• CBD Location

The Role

This role involves overseeing and facilitating various business-led initiatives and projects. It includes responsibility for the secure and effective design, provisioning, installation, configuration, operation, and maintenance of systems hardware, software, and related infrastructure. 

Key accountabilities

• Infrastructure and System Support
  • Provide expertise as a Subject Matter Expert (SME) in the development of operational management processes and procedures.
  • Identify, document, and train the service desk on new project changes, outputs, and processes.
  • Respond to incidents and service requests for all IT-supported systems within defined SLAs.
  • Manage infrastructure platforms and systems (IaaS, PaaS, SaaS, BaaS) proactively on a day-to-day basis.
  • Maintain and enhance proactive monitoring systems to ensure optimal performance.
  • Keep enterprise policy, procedures, and system documentation updated in a comprehensive document library.
  • Participate in an on-call support roster and be available for work outside standard business hours, as required.
  • Drive continuous improvement of systems by staying informed about emerging technologies and applying learnings from experience.
• Projects
  • Actively enhance the reliability, efficiency, and security of infrastructure services.
  • Establish the scope for projects and maintenance activities.
  • Ensure the effective and secure development, design, and implementation of approved IT projects.
  • Foster continuous improvement by researching and evaluating new technologies and alternatives within the team.
• Cloud
  • Support the daily operations of cloud environments.
  • Supervise and provide guidance on new services provisioned by the Infrastructure and Development teams, as well as external vendors or suppliers.
  • Maintain and update cloud documentation, policies, and processes.

Skills required

• 5+ years Systems Engineer or Systems Admin (or similar) technical support role
• Proficiency working on front and back end systems
• Experience working in a dynamic fast paced environment and delivery of robust solutions
• Experience within Australian mortgage industry (Desirable)
• Understanding of Payment Card Industry Data Security Standards (Desirable)
• Experience with VMware
• Experience and advanced understanding of Microsoft Active Directory
• Experience with Entra (Azure AD), and SAML 2.0
• Experience with Microsoft O365
• Experience with Intune (Desirable)
• Experience with Citrix 7.15 (XenApp, PVS, WEM) (Desirable)

How to Apply

If the above sounds like you please hit the APPLY button, or reach out at megan@charterhouse.com.au 

Customer Service Specialist  - ASAP Start - Sydney CBD - Hybrid Flexibility