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 robust technical capability with a more personal, collegiate working setting.
Our “Lead Your Way” philosophy reflects our focus on helping our people build meaningful, long-term careers, supported by solid 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
Strong 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 setting
Versatile 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.