Client Services and Administration Officer

Client Services and Administration Officer
When, Tamworth
Retirement is the biggest financial decision most people make. Help us get it right for them.

When is a retirement advice firm in Tamworth. We work with people across New England and North West NSW who are deciding when they can stop working, how much they can comfortably spend, and whether it will last. Most are 55 or older. They have built something over a working life and they want clear, independent advice on what to do with it.

This role is the first person they deal with. You are the voice on the phone, the face at reception, and the person who keeps everything moving behind the advice. Our clients stay with us for years, so the relationships you build are part of the work, not a nicety on top of it.

What you would do

- Welcome clients and keep the office calm, warm and qualified

- Manage the phone, enquiries, appointments and adviser diaries

- Prepare and format advice documents, letters and client paperwork

- Keep client records and our systems accurate and current

- Support the advisers so meetings run smoothly and nothing slips

- Stay across the detail so clients never have to repeat themselves

What we are looking for

- Strong administration skills and confident use of Microsoft Office 365

- Real care with detail and accuracy

- A warm, professional manner on the phone and at the front desk





- Complete discretion with private financial information

- Someone who enjoys getting to know people and remembers what matters to them

- Someone looking for a place to settle in and grow, not a stop along the way

Experience with Midwinter financial planning software is a bonus, not a requirement. Most people in the industry have used XPlan or something similar, and if you are organised and good with systems you will pick ours up quickly.

Room to grow

We are investing in how we tell our story, and there is room for the right person to take on more. If you have a knack for social media or content, tell us. It is not the core of this job, but it is the kind of strength we would happily build around.

What we offer

- Independent and fee for service, so the advice you support is not driven by product

- A specialist firm with a clear focus, not a generalist practice

- A small, experienced team where your work is visible and valued

- A short commute and a proper hour for lunch

The details

- Location:14 Darling Street, Tamworth NSW 2340

- Hours:Full time, Monday to Friday, 8.30am to 5pm, with an hour for lunch

- Salary:negotiable depending on experience

- Applications close:14 August 2026

When Financial Solutions Pty Ltd is an authorised representative of Catalpa Pty Ltd, AFSL 530665.

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📌 Client Services and Administration Officer (North Tamworth)
🏢 When Financial Solutions
📍 North Tamworth