We’re a boutique financial planning and mortgage broking firm with a national footprint. We provide tailored advice across financial planning and lending 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 as the business grows. We offer a competitive salary, ongoing training and development, clear career progression opportunities, and a comprehensive suite of benefits, including flexible work arrangements. 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 with the opportunity to work from home some of the time. In this role, you will assist in preparing and implementing the advice provided to our clients, ensuring recommendations are executed accurately and efficiently. You will work closely with our Financial Planner 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
· Assist with the preparation of client documentation and statements
· Implementing financial advice in areas of superannuation, insurance and investments
· 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
What’s in It for You
· Join a well-established boutique financial planning firm
· Clear career progression with structured training and ongoing professional development
· Competitive salary package, flexible working arrangements