Job Description
Leverage your financial services client administration skills in a role with genuine career progression opportunities
Join an established firm that values culture, collaboration, and professional growth
Work in a friendly, professional, and supportive environment
This is a fantastic opportunity to join a well-respected financial planning firm where you can apply your client administration and compliance expertise in a genuinely supportive team.
If you’re looking to grow your skills, there is room to upskill and progress into paraplanning under the mentorship of an experienced Financial Planner, all while working alongside a down-to-earth team that has your back every step of the way.
About the opportunity
Our client is seeking an enthusiastic and experienced Client Service Administrator with a strong compliance and administrative background to join their collaborative team. You’ll be surrounded by professionals who value teamwork, enjoy what they do, and encourage ongoing learning and development.
In this hands-on role, you’ll utilise your technical compliance knowledge, attention to detail, and passion for client service. The position offers variety in day-to-day tasks and the chance to make a real contribution to both the team and the clients. There’s also the opportunity to step into a paraplanning pathway if that aligns with your career goals.
Key responsibilities include:
Researching client data and drafting strategy recommendations
Preparing and processing documentation for client reviews, strategic advice, investments, and insurance applications completing SOA & ROA administration
Implementing advice recommendations under the guidance of the Financial Planner
Managing client review processes, coordinating meetings, and overseeing workflow
Preparing and delivering ongoing service agreements
Liaising with clients, superannuation funds, and product providers
Entering client data into XPLAN for advice preparation
Maintaining accurate, compliant client records
About you
We are seeking a motivated, detail-oriented professional with a background in financial planning administration. You have a passion for delivering exceptional client support, a strong compliance focus, thrive in a professional environment, and value process and precision.
Ideal Skills and Experience:
Minimum 2 years’ experience in a client service admin position
Strong compliance focus and attention to detail
Analytical mindset with critical thinking and problem-solving ability
Proficiency in Microsoft Office and experience with XPLAN desirable
Strong written and verbal communication skills
Organised with effective time management and the ability to meet deadlines
Interest in ongoing professional development
Passion for client service and delivering high-quality advice
Desirable
Tertiary qualifications in Business, Commerce, Financial Services, or a related discipline
Currently undertaking or considering undertaking an Advanced Diploma of Financial Planning, or Certificate IV in Financial Services, or similar.
If you’re seeking a long-term opportunity with a firm that truly values its people and supports your professional journey, we’d love to hear from you.
How to apply
To learn more about key responsibilities, company culture and associated benefits of this opportunity, please contact Olivia Evans today on 02 4927 2025 for a confidential discussion. Alternatively, click "Apply" to submit your covering letter and CV.
Interviews will commence immediately, so don’t wait to apply!
At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don’t hesitate to contact us.
