We’re a boutique financial planning firm with a national footprint and more than 25 years’ experience. We provide tailored advice across financial planning, lending and accounting, helping clients achieve their goals with clarity and confidence.

What we offer

In this role, you’ll have the opportunity to grow your career and develop your skills alongside a high-calibre team of financial professionals. We offer a competitive salary, ongoing training and development, clear career progression opportunities, and a comprehensive suite of benefits, including flexible work arrangements and birthday leave. You’ll also be part of a collaborative workplace culture, with opportunities to attend annual conferences and company events that support both professional growth and meaningful team connection.

About the role

This is a full time Client Services Officer role based in our Sydney office, conveniently located near Town Hall and Gadigal Station. In this role, you will assist in implementing the advice provided to our clients, ensuring recommendations are executed accurately and efficiently. You will work closely with our team of Financial Planners to deliver a seamless client experience and provide high-quality support throughout the advice and implementation process.

What you'll be doing

- Insurance/Investment & Super Applications, Insurance reviews and claims
- Assist with the preparation of client documentation and statements
- Implementing financial advice in areas of super, insurance, investments, self-managed super funds etc.




- Investment Portfolio applications and ongoing management
- Liaise with internal teams clients and third-party providers to ensure the seamless delivery of client services
- Maintain accurate and up-to-date client records
- Assisting with some Compliance tasks and other projects as needed

What we’re looking for

- 3+ years’ previous experience in Financial Advice implementation in all areas including superannuation, insurance, and investment. Qualification in RG146 is preferred.
- Strong organisational and time management abilities
- Excellent customer service skills with a passion for helping clients
- A collaborative and adaptable mindset with a drive to contribute to our team's success, helping drive forward our culture of continuous improvement
- Demonstrated attention to detail and accuracy
- Proficient in using relevant financial software and technology
- Xplan experience is essential

What’s in It for You

- Join a well-established boutique financial planning firm with a national presence
- Clear career progression with structured training and ongoing professional development
- Competitive salary package, flexible working arrangements and birthday leave
- Collaborative, supportive team culture with regular company events and annual conferences
- Modern, centrally located Sydney office close to Town Hall and Gadigal Station

Join us and be part of a team that supports your success while fostering a dynamic and enjoyable work environment.

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📌 Client Services Officer (New South Wales)
🏢 Australian Financial Planning Group
📍 New South Wales