Job Description

Client Services Officer - with pathway to Financial Adviser

/n

Remote | Full-time

/n

We're Sufficient Funds – recently crowned Australia's Employer of the Year (Women in Finance) – and we're not your average financial planning firm. We're proudly values-first, jargon-free, and genuinely obsessed with delivering real outcomes for young Australians.

/n

Think 100% virtual, long before it was cool. Think deep impact without the corporate fluff.

/n

We're growing rapid and looking for a switched-on Client Services Officer who's ready to support life-changing advice while gearing up for their own Professional Year (ideally within the next 12–24 months).

/n

About the Role

/n

/n

- Support onboarding, advice prep, and implementation for our growing client base

/n

- Chat confidently with clients and providers - especially across insurance, super, and investments

/n

- Collaborate with advisers, associates, paraplanners, and the broader SF team

/n

- Be a key part of our talent incubator: we want to grow you into an SF Adviser

/n

- Bonus points if you get excited by process improvement and better ways of working

/n

- Enjoy a competitive salary, remote culture, and plenty of support

/n/n

What You'll Need to Bring

/n

/n

- 2–3 years in a client services or advice support role (or close to it)

/n

- Approved financial planning degree (or in the final stages)

/n

- Desire to kick off your Professional Year within 12–24 months

/n





- Excellent communication skills – especially over the phone

/n

- Strong attention to detail and initiative to spot what others miss

/n

- Comfortable with compliance and keeping things squeaky clean

/n

- Proven ability to manage your time, work remotely, and meet deadlines

/n

- A collaborative spirit, a learning mindset, and a whole lot of heart

/n/n

Sound like you? Slide into our inbox with your CV and a cover letter (this is a must!) that tells us who you are and why this role has your name written all over it.

/n

Company highlights

/n

We've cracked the code on advice that actually matters to young Australians. No jargon, just smart, meaningful strategies that start with what matters most in life. Our clients aren't spreadsheets - they're people with goals, dogs, babies and Bali trips on their vision boards AND we're growing quick (75%+ YoY kind of fast).

/n

You'll join a switched-on, values-aligned team of emotionally intelligent humans doing the best work of their careers, from wherever they call home. We're sunscreen-scented, results-obsessed, and totally committed to the long game. We grow together, laugh a lot, and deliver next-level advice that genuinely changes lives.

We'll back your growth, challenge your thinking, and create space for you to become an adviser with real impact.

/n

Seniority level

/n

/n

- Entry level

/n/n

Employment type

/n

/n

- Full-time

/n/n

Job function

/n

/n

- Finance and Sales

/n #J-18808-Ljbffr

📌 Client Services Officer - with pathway to Financial Adviser (Canberra)
🏢 Sufficient Funds ? Employer of the Year, Women in Finance
📍 Canberra