Focus Financial Partners Jobs in Australia

We are seeking a motivated and detail-oriented Client Service Officer to join us on a fixed-term contract through the end of April. This role plays a key part in supporting our financial advisers by managing client data, documentation, and implementation processes. It's an excell ...

The Team Lead, Client Services is responsible for overseeing the day-to-day running of the client services team, managing a team of Client Service Managers, Client Services Officers, and Client Service Associates, and ensuring high standards of service delivery and operational ef ...

Data Entry/Administrator (Fixed Term Contract) · Brisbane, Queensland, Australia · Position Summary · We are seeking detail-oriented and proactive Data Entry / Administrators to join our financial planning operations teams in Sydney and Brisbane on a 3-month fixed-term basis. Thi ...

As part of the Compliance team, you will lead our assurance audit program, deliver training, and maintain risk registers. · Provide independent assurance over the advice process. · Conduct post review debriefs and deliver targeted training sessions. · Assist in preparing comprehe ...

We are seeking detail-oriented and proactive Data Entry / Administrators to join our financial planning operations team in Brisbane on a 3-month fixed-term basis. · Review and validate existing client data, ensuring accuracy and completeness during migration into Xplan or other f ...

Job Description · Data entry/administrators will maintain data accuracy, streamline administrative processes, and support our mission of operational excellence. They will review and validate existing client data, enter, update, and maintain client information, cross-check entries ...

We are seeking a proactive and analytical Business Analyst to join our Sydney team on a fixed-term basis through the end of the year. This mid-level role offers the opportunity to make an immediate impact—streamlining processes, improving documentation, and enhancing operational ...

The Team Leader, Paraplanning role is responsible for managing a centralized team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy modelling, product research, and advice ...

As part of the Compliance team at Focus Partners Australia, you will play a key role in delivering independent and objective assurance and consulting services that enhance the organisations operations. · Provide independent and objective assurance over the advice process for both ...

Job Title: · Business Analyst · Key Responsibilities: · Collaborate with stakeholders to document and optimize current- and future-state business processes. · Develop and maintain Standard Operating Procedures (SOPs) that align with business objectives and compliance requirements ...

The Team Lead, Client Services is responsible for overseeing the day-to-day running of the client services team, managing a team of Client Service Managers, Client Services Officers and Client Service Associates, and ensuring high standards of service delivery and operational eff ...

Team Leader, Paraplanning · The Paraplanning Team Lead manages a centralized team of paraplanners supporting Focus Partners Australia Wealth with advice production. Key responsibilities include team management, workflow optimization, regular training, and ensuring documentation c ...

Position Summary · Brisbane, Queensland, Australia or Sydney, New South Wales, Australia · The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Offi ...

We are seeking a motivated and detail-oriented Client Service Officer to join us on a fixed-term contract through the end of April. · Populate XPlan with client Fact Find information ahead of meetings. · Download and prepare client reports from Xplore. · Update Fact Find data in ...

The Tech and Data Lead will be responsible for driving the organization's technology strategy and data initiatives. This role will ensure organisation's technology stack supports the goals defined. This includes ownership of core platforms such as CRM, Portfolio management system ...

Position Summary · Brisbane, Queensland, Australia or Sydney, New South Wales, Australia · The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Offi ...

We are seeking detail-oriented and proactive Data Entry / Administrators to join our financial planning operations teams in Sydney and Brisbane on a 3-month fixed-term basis. This is an excellent opportunity for motivated individuals—such as university students on break or early- ...

**Team Lead, Client Services** · The purpose of this role is to oversee the day-to-day running of the client services team. This includes managing a team of Client Service Managers, Officers, and Associates to deliver timely, accurate, and professional support to advisers and cli ...

Job Description · We are seeking detail-oriented and proactive Data Entry / Administrators to join our financial planning operations teams in Sydney and Brisbane on a 3-month fixed-term basis. · This is an excellent opportunity for motivated individuals—such as university student ...

The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. · Lead, mentor and manage the Client Services team to deliver timely, accurate and professional support to advisers and clients · Provide training, direction and feedba ...