About Us Fitzpatricks Advice Partners is a leading boutique Wealth Management firm based in central Geelong. We specialise in helping successful business families, professionals, and high-net-worth individuals achieve their ideal lives by aligning their financial choices with their goals and values, ensuring their financial house is in perfect order, and providing unparalleled confidence in their financial future.

About the Role We are seeking a dedicated Client Services Assistant to join our Wealth Management team on a part-time basis (16–24 hours per week, Monday to Friday). This role is perfect for professionals with experience in Financial Planning, Banking, Accounting, Law, or Insurance who are looking to re-enter the workforce part-time, perhaps after a career break for family commitments.

Working closely with our Private Wealth Adviser, you will support our high-net-worth clients through the following responsibilities:

Client Support

Prepare documents and collate information from clients and suppliers for annual and progress meetings.

Maintain accurate data and records in our systems to ensure seamless client experiences.

New Client Engagement

Support the onboarding process for new clients, ensuring a professional and welcoming experience.

Reporting

Assist with preparing client reports and compliance documents (e.g., Records of Advice, Statements of Advice).

Support pre-30 June financial year reporting, including super contributions and tax/insurance information.

Administration

Manage Centrelink administration tasks.

Provide ad-hoc administrative support to our Private Wealth Adviser.

What We’re Looking For

Experience in Financial Planning, Banking, Accounting, Law, or Insurance, with a passion for Wealth Management.

Strong work ethic, attention to detail, and a client-service-oriented mindset.

Competent skills in Microsoft Office 365 (Excel, Word, Outlook) – confident daily use is sufficient.

Excellent written and oral communication skills.

Strong financial and analytical abilities.

A positive attitude, initiative, and willingness to take ownership of tasks.

Why Join Us? Join a progressive Wealth Management firm where you can re-enter or continue your career with flexible hours tailored to your lifestyle or family commitments in this office-based role. Work with prestigious clients, grow within a supportive team, and make a meaningful impact in our central Geelong office.

To Apply If you’re ready to bring your skills and passion to Fitzpatricks Advice Partners, please submit your resume and a cover letter explaining why you’re the perfect fit for this role via Seek. Job applications close Sunday 10th October. No phone call please and only short-listed candidates will be contacted.