The Role

Are you our new Director of First impressions?

We are a professional financial planning practice who are looking for a friendly, professional and highly organised Administrator / Receptionist to become the welcoming face of our growing financial planning practice.

As the first point of contact for our clients, you will play a key role in creating exceptional client experiences while supporting our advisers and wider team. If you enjoy building relationships, thrive in a professional environment and take pride in delivering outstanding service, we would love to hear from you.

About Us

As a trusted financial planning practice, we provide holistic advice to a broad range of clients, helping them make informed decisions and build financial confidence. Our success is driven by a talented and supportive team that values collaboration, innovation and exceptional client care. We recognise that our people are our greatest asset and are committed to providing a positive and rewarding work environment that supports both personal wellbeing and professional growth.

About the Role

This is a permanent full-time position that offers variety, responsibility and the opportunity to be an integral member of a qualified and growing business.

Key Responsibilities include:

- Providing a warm and professional welcome to clients and visitors
- Managing incoming calls and directing enquiries appropriately




- Maintaining both electronic and paper-based client records
- Coordinating client appointments and diary management
- Assisting with the organisation of client events and staff functions
- Supporting the preparation of client communication and marketing materials
- Managing and contributing to social media activity
- Providing general administrative support to the team

About You

To be successful in this role, you will have:

- Exceptional customer service and communication skills
- A positive, professional and approachable manner
- Strong organisational skills and attention to detail
- The ability to learn new systems and processes quickly
- A proactive attitude and willingness to contribute to a team environment
- Sound knowledge of Microsoft Outlook, Word and Excel

Previous experience within the financial planning industry and knowledge of Xplan would be highly regarded but is not essential.

This position is available for an immediate start for the right candidate.

Why Join Us

- Be part of a supportive and experienced team
- Work in a collaborative environment where ideas and knowledge are shared
- Enjoy a convenient Toowoomba CBD location close to cafes, retail precincts and public transport
- Free on-site parking
- Ongoing training and professional development opportunities
- Competitive salary package based on your skills, experience and the value you bring to the role

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📌 Receptionist/Administrator - Financial Planning (Toowoomba Regional)
🏢 seek.com.au
📍 Toowoomba Regional