Join a Growing Financial Planning Team That Puts Clients First

Are you passionate about delivering exceptional client service and looking for a rewarding part-time role in a supportive, professional environment? Due to continued growth, we’re seeking a Client Service Officer (25+ hrs/week) to help drive the smooth day-to-day operations of our business.

Key Responsibilities

Act as the first point of contact for clients, with warmth and professionalism

Manage incoming calls, emails, and inquiries with a service-first mindset.

Schedule and coordinate adviser appointments, ensuring a smooth client experience.

Process and oversee the implementation of financial planning strategies, including investments, superannuation, and insurance applications.

Prepare, review, and manage client documentation to ensure accuracy and compliance.

Build strong client relationships, ensuring their needs are met with care and efficiency.

Liaise with financial institutions to progress advice implementation and resolve queries.

Maintain accurate client records and support compliance processes.

Assist with office administration, reporting, and workflow coordination.

About You

To succeed in this role, you will bring:

A genuine passion for client service and a proactive, can-do attitude.

Experience in reception, administration, client services, or financial planning support (financial services experience highly preferred).

Proficiency in Microsoft Office 365 (Word, Excel, Outlook).

Strong communication and relationship-building skills.

Excellent attention to detail, organisation, and time management.

A proactive approach with the ability to adapt and improve processes.

If you are looking for a rewarding role where you can make a meaningful impact while supporting a dynamic financial planning team, we would love to hear from you.