This is a rare opportunity for a career-focused Client Services professional to join a respected wealth management firm in Keilor East. The business is known for its strong leadership, long-standing client relationships and high standards — but just as importantly, for the value it places on its people.

The successful candidate will join a stable, supportive and high-functioning team that genuinely values its client services staff. This is not a stepping-stone role — it is suited to someone who thrives on supporting the financial planning process and is dedicated to building a career in client service and advice delivery. The environment is polished, professional and structured, yet warm, collaborative and people-focused.

Working alongside experienced Advisers, the focus will be on delivering an exceptional client experience and ensuring the advice process runs smoothly, accurately and on time. The firm works closely with established families, professionals and business owners, providing holistic advice across investments, superannuation, insurance and broader wealth strategies.

Key responsibilities include:

Preparing and implementing advice documents and investment instructions

Supporting Advisers in client meetings and following up on action items

Managing annual review packs, valuations, asset and liability summaries and performance reports

Coordinating contributions, fund transfers, applications and redemptions

Maintaining accurate client records within the firm’s advice platform and ensuring compliance obligations are met

Liaising with product providers, accountants, lawyers and clients as required

Managing Adviser diaries and ensuring all meeting preparation and follow-up is completed

Contributing to process improvements that enhance efficiency and client outcomes

To succeed in this role, you will need:

Experience in a financial planning environment with a solid understanding of advice processes and platforms

Familiarity with an advice software such as Xplan (or similar)

Strong attention to detail and organisational skills

A proactive approach and a genuine commitment to delivering high-quality client outcomes

Excellent interpersonal and communication skills

A desire to build a long-term career in client service and advice support

If you take pride in doing your job well, want to be part of a great team and are looking for a long-term career in advice support, this is a role where you will be appreciated, developed and supported. Please apply now or reach out for additional information:

Kiera Brown
Director, FS Recruitment
[email protected]
0409 598 111