Lonsec Research & Ratings - People and Culture Business Partner

We’re seeking an experienced People & Culture Business Partner to join our Sydney team and work closely with senior leaders to shape a high-performing, compliant, and values-driven workplace.

About Lonsec

Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights.

About The Role:

The People & Culture (P&C) Business Partner is a key role partnering closely with Executives. The role balances strategic partnering with hands-on delivery, with a strong focus on regulatory compliance, risk management, and fostering an ethical, customer-centric culture aligned with industry standards.

This role is responsible for managing end to end recruitment, assisting with staff development activities and the onboarding and offboarding of staff within the Lonsec group. 

Responsibilities:

• Strategic Business Partnering
  • Partner with senior leaders to understand business priorities and deliver HR strategies aligned to organisational goals
  • Provide commercially focused advice on workforce planning, organisational design, and talent management
  • Act as a trusted advisor, offering insights and solutions to people-related challenges
  • Contribute to a high-performance, engaged, and values-driven culture

• Employee Relations, Performance & Advisory
  • Provide guidance and coaching to managers on employee relations matters, including performance, conduct, and policy interpretation
  • Manage employee relations issues end-to-end, including investigations, conflict resolution, and disciplinary processes
  • Support performance management processes including goal setting, reviews, development planning, and addressing capability gaps
  • Contribute to succession planning, leadership development, and remuneration decisions (salary reviews and promotions)
  • Ensure consistent and fair application of HR policies and facilitate effective communication between employees and leadership

• Talent Acquisition & Workforce Planning
  • Lead end-to-end recruitment, partnering with hiring managers to deliver timely and effective hiring outcomes
  • Develop and execute sourcing strategies (e.g. LinkedIn Recruiter, SEEK) and build proactive talent pipelines
  • Ensure position descriptions, hiring briefs, and recruitment processes are aligned to business needs and organisational structure
  • Manage external recruitment agencies and ensure provider agreements are compliant and up to date

• HR Operations, Compliance & Reporting
  • Oversee HR operations across the employee lifecycle, ensuring efficient, compliant, and consistent people processes
  • Maintain accurate employee records to support payroll, reporting, and compliance requirements
  • Prepare and manage employment documentation, including contracts, letters, and organisational change communications
  • Deliver HR reporting and analytics (e.g. workforce data, salary reporting, recruitment metrics, regulatory reporting such as ABS and WGEA)
  • Manage regulatory and compliance requirements in collaboration with Risk and Compliance

• Onboarding, Offboarding & Employee Experience
  • Oversee end-to-end onboarding and induction processes, including pre-employment checks and new starter experience
  • Manage offboarding processes, including exit interviews, compliance requirements, and return of company property
  • Analyse employee lifecycle data (e.g. exit feedback) to identify trends and inform retention and engagement strategies
  • Continuously enhance the employee experience across the lifecycle

• Learning & Development
  • Identify training needs and implement targeted learning and development initiatives in partnership with leaders
  • Support employee development planning, including post-probation and ongoing capability building
  • Source and coordinate internal and external training opportunities

• Projects, Engagement & Continuous Improvement
  • Support HR planning and organisational initiatives aligned to business priorities
  • Contribute to continuous improvement of HR processes, systems, and policies
  • Coordinate HR activities, meetings, and stakeholder engagement
  • Support employee benefits and wellbeing initiatives
  • Undertake additional HR projects and responsibilities as required

About You:

• Bachelor's degree in Human Resources, Business Administration, or a related field
• 4+ years experience in a HR Advisor or HR Generalist role within financial services
• Experience supporting leaders and managers with day-to-day HR advisory across the employee lifecycle
• Proven ability to manage employee relations matters, including performance management, conduct issues, and workplace investigations
• Experience contributing to or partnering on workforce planning, organisational design, and talent initiatives
• Exposure to end-to-end recruitment and onboarding processes
• Experience with planning of training and development activities for employees
• Experience with HRIS systems (Employment Hero or similar experience preferred)
• Strong attention to detail coupled with excellent writing skills.
• Strong time management skills to meet deadlines and coordinate responsibilities.
• Exceptional communication and relationship management skills in order to build rapport with candidates and manage external recruiter relationships.
• Ability to work in a close-knit team as well as autonomously, whilst taking responsibility for meeting personal objectives.
• MS Word
• MS Excel (intermediate to advanced)
• MS Outlook
  

What we offer

• Ongoing flexible working arrangements
• Family friendly work-life balance
• Paid parental leave
• Volunteer and Study leave
• Genuinely open and supportive culture with an approachable executive team
• Ongoing training and professional development
• Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)

If you're a driven professional with a passion for financial services and thrive in a dynamic, client-focused environment, we’d love to hear from you.

Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident