Why This Role Stands Out

Step into a role within a boutique financial planning practice built on a foundation of trust, clarity, and genuine client support. This isn't a frenetic, high-volume reception desk—it's a calm, considered hub where your organisational acumen and ability to work autonomously will be highly valued.

You’ll be part of a close-knit, collaborative team dedicated to delivering tailored advice that simplifies complex financial decisions and brings real peace of mind to clients. Alongside the Wheelers Hill office, the business has a small network of other locations, giving you the stability and resources of a broader professional practice while maintaining a warm, local team feel.

The Role

You will be the first point of contact for clients and the go-to for office administration, including:

Managing adviser calendars, scheduling and rescheduling appointments and meetings

Booking travel, accommodation, and transport, and preparing itineraries

Handling correspondence via phone, email, and mail

Maintaining digital and physical filing systems

Liaising with clients, vendors, and stakeholders

Managing confidential information with discretion

Monitoring office supplies and coordinating orders

Assisting with projects, research, and database updates

What We’re Looking For

Proven experience in administration or reception, ideally in financial planning or professional services

Comfortable working independently and making decisions to keep things moving

Strong organisation, attention to detail, and clear communication skills

Professional and discreet with sensitive information

What’s on Offer

Flexible hours: Choose full-time or part-time, with start and finish times that suit you

Autonomy: Work independently without micromanagement

Professional yet relaxed environment: A place where quality work and balance go hand in hand

If you want a calm but rewarding reception/admin role where your initiative and organisation are appreciated, apply now, including your preferred hours with your application.