Client Services & Administration Officer - Financial Planning

When Financial Solutions is expanding and seeking a warm, proactive and detail-oriented Client Services & Administration Officer to support our financial advisers and ensure smooth day-to-day operations.

We specialise in providing independent financial advice to retirees and pre-retirees across New England and the North West, helping clients navigate life's complexities with clarity and confidence.

About the role

As our Client Services & Administration Officer, you'll be the first point of contact for clients and a key support to our financial advisers. Ideal for someone with financial services experience - but we also welcome applicants from other industries with strong administrative and client service skills.

Key Responsibilities

Greet clients in person and over the phone with professionalism and warmth

Act as the first point of contact for client enquiries and appointment scheduling

Provide high-level administrative support to financial advisers

Prepare client documentation

Liaise with clients, product providers and internal stakeholders

Maintain compliant and accurate client files

Assist with workflow management and process improvement

What we're looking for

Experience in financial services, administration or client support is ideal

Similar experience in other industries are also welcome

Strong communication and people skills

High attention to detail and multitasking ability

Tech-savvy with solid computer literacy

Positive attitude and team focused mindset

Australian citizen or permanent resident.

Why join us?

Be part of a close-knit, professional team

Enjoy a supportive work environment

Make a meaningful impact on clients' lives