Pitcher Partners Wealth WA is seeking an experienced Client Service Administrator to join our private wealth team. This role is suited to someone who has outgrown transactional administration and wants exposure to more sophisticated client work, within a firm that values quality, professionalism and long-term career development.
About Us
Pitcher Partners is a national advisory firm recognised for delivering high-quality advice to private clients and family groups. We offer a genuine alternative to larger firms — combining strong technical capability with a more personal, collegiate working environment.
Our “Lead Your Way” philosophy reflects our focus on helping our people build meaningful, long-term careers, supported by strong mentoring and development.
The role
You will play a key role in supporting advisers servicing high net worth clients, including:
- Preparing client documentation and reports for meetings
- Coordinating advice implementation and client onboarding
- Managing compliance documentation and workflows
- Maintaining high-quality client data (Xplan)
- Assisting with reporting and ongoing client servicing
- Supporting and guiding a junior team member
This is a senior support role with real ownership and accountability.
About you
- Minimum 12 month’s experience in financial planning support
- Robust attention to detail and organisational capability
- Experience using Xplan and Microsoft Office
- Comfortable working across multiple advisers
- Proactive, solutions-focused mindset
Why this role
- Exposure to complex, high net worth client work
- A close-knit, high-performing team environment
- Flexible working arrangements
- A firm that invests in its people and culture
Apply
If you are looking to step into a more sophisticated role within a respected private wealth firm, we encourage you to apply.