About Us

At Essential Wealth and Retirement, we are a growing, multi-award-winning boutique financial planning firm dedicated to helping everyday families achieve financial success. Our mission is to simplify financial options, ensuring our clients feel confident about their present and future. We pride ourselves on a collaborative team environment, continuous professional development, and a commitment to delivering exceptional service.

The Role

We are seeking an experienced Client Service Officer to join our dynamic team. In this pivotal role, you will work closely with our advisers, clients, and other stakeholders to implement strategies outlined in Statements of Advice (SoAs). This is an excellent opportunity for individuals with strong attention to detail, a positive attitude, and a desire to grow within the financial services industry.

Key Responsibilities

Prepare Documentation: Assist in preparing accurate SoA and implementation documents and related forms for SoA meetings.

Implementation Management: Oversee the ongoing implementation of strategies documented in SoAs, including insurance, superannuation & investment applications.

Client Support: Provide high-level support to clients, ensuring our customer service standards are met.

Liaison: Coordinate with clients, mortgage brokers, and property specialists to facilitate smooth processes.

Compliance: Ensure all compliance requirements are met promptly and accurately.

Process Improvement: Contribute to team discussions aimed at enhancing business processes and client outcomes.

Our Ideal Candidate

We are looking for someone who:

Has an interest in building a career in financial planning.

Has previous experience working within a similar role in a financial planning firm.

Possesses excellent organizational, communication, and interpersonal skills.

Demonstrates strong attention to detail and the ability to manage a high-volume, fast-paced environment.

Is proactive and can work both independently and as part of a team.

Is committed to continuous learning and process improvement.

Experience with XPlan or similar software is advantageous but not essential.

What We Offer

Professional Development: Ongoing training and support to help you grow in your career.

Team Environment: A fun, fast-paced, and open-minded team that values collaboration.

Work-Life Balance: Regular team-building and social events.

Career Growth: Opportunities to expand your skill set and take on new challenges.

How to Apply

If you are passionate about helping clients achieve their financial goals and want to be part of a supportive and dynamic team, we would love to hear from you.

Please submit your resume and a cover letter (in PDF format) outlining your suitability for the role.