About Us

At Fiorente Advisory, we’re a growing boutique financial planning firm based in Birtinya. With a strong focus on personalised service and professionalism, we are proud to be expanding our team to meet growing client demand and evolving needs.

We’re a close-knit, down-to-earth group who value mutual respect, hard work, and a healthy dose of humour in our day-to-day.

About the Role

We are seeking a professional, personable, and highly organised Client Service Officer / Administrative Assistant to join our financial planning practice on a part-time basis (possibly leading to full time). This role is responsible for delivering exceptional front-line service to our clients, supporting the daily operations of our office, and providing crucial administrative assistance to our implementation specialist and senior financial planners.

Key responsibilities

Answer and direct incoming calls and emails as well as greet clients

Prepare appointment packs for new and existing clients

Data entry & task management using Xplan software and Pipedrive (CRM software)

Advisers’ diary management

Lodge applications and forms with Insurance & Super platforms

Assist advisers and team members as required

General office administration

What we are looking for

2 years experience within the financial planning industry is preferred, however, we would consider someone with a strong administration background

Strong organisational skills and attention to detail is a must

Confident communicator who is able to liaise with clients and stakeholders

Self-motivated individual with the ability to complete tasks without the need of supervision

What we offer

We believe that doing great work starts with feeling supported. Here are some of the perks and benefits of joining our team:

✅ Free barista-made coffee daily – because life’s too short for bad coffee!
✅ Ongoing training & development – we will provide on the job training & real support to advance your skills.
✅ A supportive team culture – with real camaraderie, open communication, and no office politics.

✅ Flexible working hours – This role would be ideal for someone needing to do school pick up and drop off or a Uni student needing flexibility around study

Please note that pay is negotiable depending on experience.

To apply for this role, please email through a copy of your Resume to: [email protected]