The Role
Are you our new Director of First impressions?
We are a professional financial planning practice who are looking for a friendly, skilled 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 professional 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
Robust 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)
🏢 seek.com.au
📍 Toowoomba