About Us

We are a long-established, privately owned Financial Planning firm based in Adelaide, with nearly 39 years of helping our clients achieve financial clarity and confidence. We deliver holistic financial advice across wealth accumulation, superannuation (including SMSFs), retirement and estate planning, insurance, and aged care.

Our firm is known not just for the quality of our advice, but for the genuine care we show to both clients and staff. Our culture is collaborative, down-to-earth, and inclusive. We invest in our people and offer the kind of stability, support, and long-term opportunity that larger firms often struggle to match.

Why Join Us?

Strong, supportive team culture – we work hard, but never at the expense of team spirit or wellbeing

Staff social club with regular events and activities

Career development pathways to Paraplanning, Associate, or leadership roles

Modern, comfortable offices in a convenient Adelaide location

A business that values your voice and encourages continuous improvement

Competitive salary based on experience

A workplace where work-life balance is genuinely supported

The Role

As a Client Services Officer, you'll play a key role in implementing advice and ensuring clients receive a smooth, professional and personal experience at every touchpoint. You’ll be part of a respected team that works closely with Financial Advisers to support a portfolio of valued clients.

What You'll Do

Liaise directly with clients, handling queries and building rapport

Support client meetings with preparation, documentation and follow-up

Implement advice: insurance, super, investments, Centrelink and aged care strategies

Administer SMSFs and liaise with third-party providers and fund managers

Maintain accurate records in Xplan and support compliance processes

Collaborate with Paraplanners to research and prepare quotes and modelling

Contribute to internal improvement initiatives and projects

What You’ll Bring

2+ years’ experience in financial planning support or administration

Strong knowledge of superannuation, insurance, investments, Centrelink, and retirement strategies

Exposure to SMSF administration and Xplan (Wealth Solver and IPS advantageous)

Exceptional attention to detail, time management, and client focus

Strong written and verbal communication skills

A team player with a positive and proactive mindset

Sound Like You? Let’s Talk.

If you're ready to take the next step in your financial services career and want to be part of a friendly, stable, and professional team, we'd love to hear from you.

📩 Email your resume and cover letter to [email protected] or ring us on 0882720300 for more information.