Manager Financial Planning

Manager Financial Planning

•  Ongoing full-time vacancy. 35 hours per week.
•  Location: Parramatta. Flexible and hybrid working options available.
• Clerk Grade: Level 9/10. Base salary $ 125,693 p.a. to $ 138,510 p.a. plus superannuation and annual leave loading.

 About us 

At NSW Trustee and 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.

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.

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 leading a team that provides financial planning advice and services to a diverse range of financially managed, trusts, and enduring powers of attorney clients. Adhering to professional standards, compliance, procedures, and legislative requirements is essential. The services provided are cost-effective and delivered within targeted timeframes. The Manager supervises 9 direct reports, offering direction, motivation, and the exchange of advice. Reporting to the Senior Manager, Financial Planning, this role involves advising and reporting on performance.

For more information about the position, view the role description 

About you

You are a seasoned financial planning professional with tertiary qualifications in Financial Planning and active membership in a relevant professional body. Your expertise spans across financial planning, investments, personal insurance, government benefits, and child support, underpinned by a strong understanding of compliance frameworks and regulatory environments.

With a keen eye for detail and a sharp analytical mindset, you excel at solving complex problems and managing competing priorities under pressure. You bring a proven track record of negotiating effectively with financial institutions, benefit providers, statutory agencies, and other stakeholders on sensitive and multifaceted issues.

As a natural leader, you have significant experience in building and nurturing high-performing teams. You are passionate about coaching and mentoring, fostering technical excellence, and driving continuous improvement through clear performance management and resource planning.

Sounds like you? We would love to hear from you!

Essential requirements  

•      As per role description.

What we offer

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

•          work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
•          various leave options (recreation, parental, and flex leave of up to 24 days per year)
•          career development including study leave and acting opportunities
•          access to Fitness Passport and employee assistance program, and annual flu vaccinations

Be part of something bigger. For more information 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

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

Closing date

Applications close 11:59pm, Thursday 12th June 2025

For enquiries about the role, please contact Malcolm Pound, Senior Manager Financial Planning via email Malcolm.Pound@tag.nsw.gov.au

For enquiries about the recruitment process, please contact Hina Maudarbocus, Talent Advisor on hina.maudarbocus@tag.nsw.gov.au.

Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via the online portal will be accepted. 

Please note: 

• If you need an adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au
•        Offers of employment will be subject to reference checks and relevant clearances.
•        A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.

Thank you for your interest in this role. We look forward to receiving your application