Jobs at Lifestyle

You’re looking for a career change, new job or a new environment in which to show off your finely honed skills and personal charm. We’re looking to keep growing and to build out our beloved and fantastic team with more “go-getters” who we can work and play with every day! This seems like it could be a win-win, so let’s see what jobs and career opportunities we’ve got available at the moment that could suit you.

What We Look For in Candidates

The key thing for us is maintaining our strong company culture.

We believe that what makes or breaks a day, a week, or the job can be the people you work with. We seek people who will fit in with the current team, who work hard but have fun. A sense of humour is important. Knowing when to go heads down, and when it’s good to stop for a chat, is also a great feature.

We’re flexible and we hope that our colleagues will be too. This means being prepared to help out someone even if it’s outside your job description. It also means working extra hours if needed to get the job done, but the flexibility goes both ways and we don’t track attendance or time your breaks!

You need to be smart and flexible with the initiative to take control of projects and work on your own. If you’ve got all that, we’re very interested.

What’s a Job with Lifestyle Like?

Hopefully you’ve got a sense already of what jobs at Lifestyle look like. You can also always read the About Us section of this site. We’re a growing team with a variety of ages and personalities but we all get along very well, especially on our company trips!

Here’s what some of our anonymous employee survey polls have come up with:

Current Jobs Open

  • Entry Level / Mid Level
  • Full Time
  • Chatswood Office
  • Well-established 29 year old company with national reach
  • Supporting a team of 5 advisers with 2 other Financial Planning Assistants
  • Plenty of opportunity and support to help you develop into a Financial Planner

We are looking for someone to join a large but loving financial advice team.

The right candidate will find themselves in a job working with a great support team to assist our 5 financial planners. You’ll work closely with two experienced financial advisers and the business owner, providing administrative and research support to help them provide gold-standard service to their clients, prepare seamless client reviews and operate the day-to-day management of portfolios and financial plans.

Our well-appointed (free coffee and fruit) and spacious office is in bustling Chatswood. You’d be working with a broader team of 19 motivated and professional individuals helping Australians get to comfortable retirements with financial freedom.

The ideal candidate will have some experience in a financial services space, for example in a contact centre or support role in a bank or other wealth management department. Any progress towards a Diploma of Financial Planning or RG146 will be highly favourable as well. Finally, a deep care for finding and executing the best outcomes for clients and helping teammates is essential!

If you are interested or know anyone smart, motivated and determined – please get in touch!

Financial Adviser Wanted!

We’re looking for an exceptional person to join our private client team. If you’re an experienced financial adviser who is looking for your next great opportunity, you might have just found it!

Lifestyle is a financial planning firm that provides the highest level of services to both private and corporate clients.

Reporting to

Head of Advice

Lifestyle’s ‘Reason for Existence’

Lifestyle is a financial planning firm that provides the highest level of services to both private and corporate clients.

Our strategic vision is to be the leading provider of member engagement, financial education and accessible perosnal advice services. We aim to achieve our strategic vision through:

  • profitable growth of funds under management
  • alignment of clients, employees, shareholders and providers
  • our passion and commitment to improving the lives of team members and clients

Lifestyle’s goal is to employ best practices and methodologies to provide our clients with great outcomes. We also want to provide the best working environment we can for our awesome team, to attract and retain the best people in our profession.

Position Statement

Taking on an established client portfolio, you will provide holistic financial advice with the support of a team of Associate Advisers and mentorship of senior advisers. Whilst there is a great opportunity to build your own client base, the main initial focus will be working with the senior advisers to service and implement strategies for existing clients.

The Team

You will be working in a dynamic, highly motivated and responsible team who live and breathe our culture of working hard and being rewarded for it.

Position Objectives

The objective of this position is to consistently deliver services promised to our clients, whilst growing the portfolio of clients that you look after, both in ‘total number’ and in ‘average portfolio size’.

This is achieved by:

  1. Constantly trying to extend our service offering to our existing clients with every contact
  2. Conducting comprehensive and meaningful reviews each year for our existing clients by asking meaningful questions and looking for ‘advice gaps’ that may improve their situation
  3. Showing a keeness to take on new business, complete it accurately and within a timely manner

Role Responsibilities and Priorities

You will be passionate about delivering holistic advice and providing a premium level of service to clients. As well as:

  • Manage and build an existing book of clients to meet ongoing service obligations
  • Grow the client base and have the ability to build external referral relationships
  • Ensure a high standard of compliance is adhered to and advice is provided to clients
  • Meet and exceed KPIs relating to revenue and retention
  • Work with our Corporate Superannuation Relationship Managers to generate private client potentials and to conduct presentations to a wide range of clients
  • Work with your assistant and internal paraplanner to ensure advice produced through Statements of Advice (SOAs) and Records of Advice (ROAs) are completed in a timely manner, are of high quality, and compliant
  • Proactively look for and identify ways to improve the team’s productivity
  • Ensure technical, education, CPD requirements and client knowledge are up to date and relevant

Essential Skills, Experience and Attributes

  • Minimum 3-5 years practicing as a Financial Adviser is a must
  • Must also have a Bachelor’s Degree in Business, Finance or a related field
  • Minimum qualification of Advanced Diploma of Financial Services and working twoards CFP
  • Current Authorised Representative and registered tax adviser will be a distinct advantage
  • Excellent technical financial planning knowledge
  • Strong interpersonal skills
  • Attention to detail
  • Sound judgement and shows discretion
  • Excellent verbal and written communication skills
  • Excellent organisational skills and ability to prioritise
  • Shows initiative
  • Ability to work under pressure with tight deadlines
  • Reliable and flexible
  • Able to work as part of a team, as well as autonomously
  • Competent PC skills (Word, Excel, Outlook)