Join Everglow's Sydney team — a structured role with real career progression, hands-on training, and exposure to a multidisciplinary professional services group.
More Than an Accounting Firm
Everglow (everglow.au | 璀璨盛世) is an integrated accounting and financial planning group based in Sydney, with a team of 17 dedicated professionals. But the broader group extends well beyond traditional accounting.
The wider Everglow group includes a medical business with 60 doctors and 95 employees, a benevolent foundation, and active involvement in AI projects spanning accounting, tax, medical management, and data infrastructure.
For the right candidate, this means unusual exposure to regulated industries, multidisciplinary client work, and a business genuinely focused on systems, innovation, and long-term stewardship.
The Everglow Group at a Glance
Accounting & Planning Staff
Doctors in Medical Group
Medical Group Employees
Active AI Projects
What You'll Be Doing
This role supports the financial planning team across client service, implementation, review preparation, administration, and technical support. It's designed to grow — starting with core support work and expanding into paraplanning and broader adviser-support pathways as your capability develops.
Client Records & CRM
Maintain accurate client records using Dash CRM, with full training provided from day one.
Review Preparation
Prepare client files, review packs, and meeting materials for adviser appointments.
Provider Follow-Up
Liaise with clients, platforms, super funds, insurers, and other service providers.
Implementation Support
Assist with implementation paperwork, workflow tracking, and file notes.
Paraplanning Pathway
Develop toward paraplanning, technical support, and advice document preparation over time.
Your Day-to-Day
Client & File Management
- Maintain accurate client records in Dash CRM
- Prepare client files, review packs, and meeting materials
- Prepare file notes, summaries, and basic client correspondence
- Assist with implementation paperwork and workflow tracking
Team & Advisory Support
- Follow up with clients, platforms, super funds, and insurers
- Support advisers and the accounting team with day-to-day client work
- Follow internal checklists closely in a regulated environment
- Develop toward paraplanning and advice document preparation
Your Starting Package
Starting Salary
Base Salary
Per year before super
Total Package
Including 12% superannuation
How Salary Reviews Work
Salary is reviewed every 6 months — not annually. Reviews are based on demonstrated capability, reliability, accuracy, and contribution. If you're performing above your level, your salary reflects it.
Progression is tied to what you can actually do, not just time served. The clearer your capability, the faster your career and compensation can advance.
A Clear Path Forward
Everglow's five-level career framework maps exactly what's expected at each stage — and what you'll earn when you get there. Progression is performance-based, with 6-monthly salary reviews.
From Associate to Senior Paraplanner
Each level is unlocked by demonstrating real capability — not simply waiting out time. With 6-monthly reviews, high performers can move through levels faster than at most firms. The pathway is designed to take you from structured support work all the way to complex advice, mentoring, and systems leadership.
Built to Help You Grow
Structured Learning
The team receives monthly training through TaxBanter — one of Australia's leading tax and accounting training providers. You'll also receive regular technical updates through CCH, keeping your knowledge current across legislation, compliance, and financial planning practice.
Full onboarding and system training is provided for Dash CRM and internal workflows. You won't be thrown in at the deep end.
Broader Exposure
Beyond the financial planning team, you'll gain exposure to accounting, tax, medical practice management, and AI systems projects across the wider Everglow group. This kind of multidisciplinary breadth is rare at this career stage — and genuinely valuable for long-term professional development.
Whether your goal is paraplanning, advisory support, or a broader professional services career, this environment provides a strong foundation.
Who We're Looking For
This role is well suited to an early-career professional who has a solid academic foundation and is ready to build real expertise in financial planning and paraplanning. We're not looking for someone who already knows everything — we're looking for someone who is careful, committed, and genuinely wants to grow.
Qualifications
Degree in accounting, finance, financial planning, or a related field
Experience
Minimum 1 year of full-time professional experience
Skills
Strong attention to detail; good written and verbal communication; ability to follow process and meet deadlines
Mindset
Interest in building a long-term career in financial planning, paraplanning, or advisory support
What Makes This Role Different
6-Monthly Salary Reviews
Performance-based reviews every 6 months mean fast movers aren't held back by arbitrary timelines.
Clear Progression Pathway
Five defined levels with transparent expectations and salary bands — no guessing what's next.
Monthly TaxBanter Training
Structured technical training through TaxBanter and CCH keeps your skills sharp and compliant.
Broad Group Exposure
Work across professional services, healthcare, charity, and AI ventures — rare at this career stage.
Financial Planning Associate / Graduate Accountant