This Melbourne-based financial planning firm specialises in supporting single women approaching retirement, particularly those who are widowed or divorced. With a highly personalised and empathetic approach, they help clients build financial independence and long-term confidence. Their focus is on creating clarity, freedom and control over money during one of life’s biggest transitions.

They have a rare and wonderful opportunity for an experienced Part Time Client Services Officer to join their team and assist in implementing compliant advice and providing support to the process and clients.

Working equivelant of 3 full time days per week, you can decide if you would like to work 5 short days or 3 full days. The role will primarily be remote, however, there will be some need for in person meetings so you must be Melbourne based to be considered. Please include your preferred work days and times in your application.

The key responsibilities include, but not limited to:

Preparation of regular Portfolio Valuations for clients – including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation

Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up transactions

Assist advisers with client queries

Assist with contribution calculations

Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant

Managing annual reviews and Financial Directions (FDs) / Opt-ins

Assisting in projects for process improvement, technology, and client experience

To be successful in the role, you will need:

Experience in a financial planning business with a record of implementing strategies

Strong communication skills

Computer proficiency: Xplan experience is a plus

Organised and proactive work approach

If you have financial planning experience, a proven track record of working indenpendently and a dedication to exceptional client service, apply now with your resume.

Kiera Brown

[email protected]

0409 598 111