About the role
Support the day-to-day operations of the financial planning division by implementing advice, managing client accounts and collaborating with advisers. This role plays a key part in client service delivery across investment and wealth management functions.

• Implement advice and portfolio changes for clients
• Set up new accounts across multiple platforms
• Manage client queries and update account details as needed
• Prepare advice documents and assist with fee disclosure statements
• Attend committee meetings and contribute to reports

Skills & Experience

• Experience in client services or wealth management
• Exposure to financial planning software such as Xplan, Praemium or BT Panorama
• Strong verbal and written communication skills
• Ability to manage workflows and meet deadlines
• Diploma of Financial Planning a bonus, not essential

Benefits

• Career progression within a growing wealth team
• Support through education and professional development
• Social team environment with regular events and celebrations
• Flexible work considered after tenure

About the company / Culture
Our client is a leading boutique firm offering accounting, wealth, insurance, and finance advice under one roof. With over 20 staff in the financial planning team, they provide advice to a growing client base of professionals and HNW clients.

People enjoy working here because of their team-first culture, strong staff retention, and commitment to career growth.

How to Apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to [email protected].

Only shortlisted candidates will be contacted.