About the job

Client Services Officer / Financial Planning Assistant

Location: Warners Bay, NSW

Type: Full-time

Industry: Financial Planning

Salary: Commensurate with experience

About Newcastle Advisors

We're a boutique financial planning firm based in Warners Bay, committed to helping individuals and families make smart decisions with their money and build meaningful lives. We pride ourselves on offering values-driven advice, cutting through complexity, and walking alongside our clients through all of life’s seasons.

We’re now looking for a proactive, people-focused Client Services Officer / Financial Planning Assistant to join our tight-knit team and support our Principal Adviser across client care, advice implementation, and administrative execution.

Your Key Responsibilities

This is not a behind-the-scenes data entry job — this is a dynamic role where you'll build relationships, manage the adviser’s workflow, and help clients feel genuinely supported.

1. Communication with Clients

Be the first point of contact for client questions and updates.

Make outbound calls to support clients through onboarding, document collection, implementation, and ongoing service.

Prepare, send, and follow up on professional correspondence.

2. Workflow and Calendar Management

Own the adviser’s diary and scheduling — meetings, reviews, tasks.

Proactively manage priorities and keep tasks moving.

Track advice implementation progress from start to finish.

3. Implementation of Advice

Execute financial strategies across superannuation, insurance, investments, and Centrelink.

Lodge new business applications, manage rollovers and underwriting requirements.

Coordinate follow-ups with providers, clients, and third parties.

4. Adviser–Paraplanner Liaison

Bridge the gap between Matt’s strategy and the paraplanner’s output.

Translate client discussions and adviser notes into actionable briefs.

Ensure advice documents reflect strategy and are delivered on time.

5. Ad-Hoc Admin and Project Support

Assist with admin projects, client data entry, document management, and compliance record-keeping.

Continually look for process improvements and opportunities to enhance client experience.

About You

We’re looking for someone who is confident, capable, and cares about helping people. You’ll thrive here if you're not afraid to pick up the phone, love ticking things off a list, and want to grow within a purpose-driven business.

Your Must-Haves:

Strong verbal communication skills and phone confidence.

Ability to manage competing priorities and work independently.

Keen attention to detail and strong organisational habits.

Previous experience in financial planning, super, or insurance admin.

Extra points for:

RG146 or working towards a degree in Financial Planning.

Experience in managing advice implementation across the client lifecycle.

A genuine interest in financial advice and helping people.

Why Join Us?

Real Client Relationships – you’ll see and feel the impact of your work.

Career Progression – pathways toward paraplanning or advice roles.

Mentorship – be supported by experienced advisers who invest in your development.

Great Location – our Warners Bay office is close to the lake, with parking and coffee nearby.

How to Apply

Sound like the right fit?

Email directly to [email protected] and attach your resume and cover letter telling us why you're ready to make this role your own.

We’re not working with recruiters on this one – we want to meet you directly.