Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2025 in Australia and Best Place to Work for Women 2026?

Ironbark Advice (formerly Invest Blue) has an exciting opportunity to join the Doncaster team as a Developing Relationship Manager/Client Support.

This role is full-time, working in the office with our team and clients.

What we offer

When you join the wider Ironbark Advice Group, you gain access to a multitude of benefits, including:

Upon completion of probation, your birthday as a day off to celebrate.

Time off to volunteer for community initiatives or chosen charities.

Participation in our “Celebrate Success” offsite conference and event, fully sponsored by Ironbark.

Continuous learning and development opportunities

This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily while learning all there is to know about Financial Advice industry to support our clients. You’ll be part of an engaged and motivated network of people that values your contributions and encourages personal and professional growth.

About you

Humility – a collaborative professional who values team and client success. You are receptive to feedback, willing to acknowledge knowledge gaps, open to learning all aspects of the role and appreciative of the contributions of colleagues at all levels.

Drive – a motivated and proactive individual with a strong work ethic and commitment to excellence. You take initiative, embrace opportunities to expand your expertise in delivering quality administration, and consistently deliver reliable, high-quality outcomes and experiences for clients.

Emotional intelligence – strong interpersonal skills with the ability to build trust, communicate with empathy,



and navigate sensitive situations with professionalism and care. The successful candidate will contribute positively to team dynamics and foster strong client relationships.

Key role responsibilities

Provide a wide range of exceptional service to the clients when they are in the office through the provision of initial and ongoing support and creating a welcoming atmosphere. This includes greeting clients, supplying refreshments and ensuring any follow up communication post meeting is delivered.

Provide efficient, compliant, and accurate administration to deliver quality support to the clients.

Proactive interaction both face to face and via other forms of communication with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.

Managing booking of client meetings for Adviser’s calendars and ensuring paperwork is prepared prior to all client meetings.

Working with the team in the day-to-day running of the office including but not limited to, collecting incoming and outgoing mail and replenishing office supplies.

Desired Skills and Experience

Experience providing exceptional client service within a client facing environment.

Demonstrate an ability to build and maintain effective relationships with clients and stakeholders.

Demonstrated ability to plan,



prioritise and schedule work targets and activities with minimum supervision.

Ability to work under pressure and within a well-defined compliance framework.

Qualifications

Qualifications in Business Administration is desired, but not essential

Standard background checks include but are not excluded to criminal history, bankruptcy, ASIC.

About Us

Ironbark Advice is Australia’s trusted home of outstanding advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives.

Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Ironbark Advice's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

At Ironbark, we're not just dedicated to helping our clients live their best possible lives – we're equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it, "Clients do not come first. People come first. If you take care of your people, they will take care of the clients." You will find a very open and transparent culture, that you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career development.

Remuneration package offered ranges between$65,000 -$70,000, including super,dependent onlevel of education and experience.

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📌 Junior Client Support Assistant (Williamstown)
🏢 Ironbark Financial Group
📍 Williamstown