Join a respected, high-performing professional services firm that blends the best of boutique culture with the standards of a national organisation. This is an ideal opportunity for a detail-oriented client services professional with financial advice experience, looking to take ownership of their role and contribute to a growing, people-first business.

Why You’ll Love This Role:

• Rewarding team culture that recognises performance
• Flexible working opportunities
• Strong benefits for staff, both non-financial & financial
• Growing business with long-term career opportunities
• Work alongside a professional, collaborative team

The Opportunity

You’ll be a key support within the advice team, managing day-to-day administration and playing a hands-on role in implementing advice and improving workflow efficiency. Key responsibilities include:

• Scheduling and managing client appointments
• Processing documentation and administrative tasks
• Updating client data in XPLAN
• Supporting the implementation of financial advice

What You Bring

You're passionate about clients, solutions-focused, and take pride in delivering high-quality work. You have:

• Experience in a client services role within financial advice
• A proactive mindset and strong problem-solving ability
• Excellent written and verbal communication skills
• Confidence working with CRM systems
• A focus on continuous improvement and professional growth

Apply Now
If you have any additional questions, please call Ben MacKenzie on 0400302396.

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.