Join Our Award-Winning, Family-Oriented Team!

We’re seeking a motivated Customer Service & Administration Officer to join our innovative and award-winning financial services group. At the heart of our success are strong family-based values, a commitment to exceptional client care, and a forward-thinking approach that embraces technology and continuous improvement.

In this role, you’ll be the first point of contact for our valued clients, supporting both the adviser team and administrative functions. Your responsibilities will include handling client enquiries, managing appointments, preparing documents, and contributing to the smooth day-to-day running of our office.

While prior knowledge of financial services is advantageous, it’s not essential—we value enthusiasm, professionalism, and a willingness to learn.

If you're passionate about client service and want to be part of a supportive, high-performing team that truly values its people, we’d love to hear from you.

Apply now and be part of something meaningful!