Client Services Administrator

Catapult Wealth Norwood, Adelaide Financial Planning & Wealth Management Full time | Salary Negotiable Based on Experience

Looking for a role where you're valued, supported, and given the opportunity to grow?

At Catapult Wealth, we believe excellent people make all the difference. If you've ever felt like just another number in a large organisation, you'll appreciate being part of a team where your contribution is recognised, your ideas are welcomed, and your development matters.

We're looking for an experienced and motivated Client Services Administrator to join our growing team and work closely with one of our Financial Advisers/General Manager. This is an opportunity to play a pivotal role in delivering exceptional client experiences and helping clients achieve their financial goals.

You'll be part of a collaborative, supportive workplace where professionalism, continuous improvement, and genuine care for our clients sit at the heart of everything we do.

About Catapult Wealth

At Catapult Wealth, we help individuals, families, and business owners gain clarity and confidence about their financial future.

We provide advice across:

- Superannuation and Self-Managed Super Funds

- Investments and Wealth Creation

- Retirement Planning

- Personal Insurance

- Succession Planning

- Business Advisory & Coaching

Our mission is simple: to provide every client with a clear roadmap that helps them achieve the future they want.

As our business continues to grow, we're looking for someone who shares our passion for making a positive difference in our clients' lives.

About the Role

As a Client Services Administrator, you will work closely with an Adviser and the broader advice team to implement financial advice recommendations, manage client interactions, and ensure a seamless client experience.

You will take ownership of key administrative processes and play a key role in helping clients progress towards their financial goals.

No two days are the same.



You'll enjoy a dynamic role that combines problem-solving, client service, organisation, and ongoing learning.

Key Responsibilities

- Implement financial advice recommendations

- Prepare advice implementation documentation and paperwork

- Maintain accurate client records and workflows in Xplan

- Liaise with product providers, superannuation funds, insurers, and clients

- Manage administrative tasks and follow-up actions to completion

- Ensure a high level of accuracy and attention to detail in all client interactions

What We're Looking For

We're seeking someone who is:

- Experienced in financial planning administration or a related financial services role

- Highly organised and able to effectively manage competing priorities

- A proactive problem-solver who takes initiative

- Passionate about delivering outstanding client service

- Professional, confident and personable in their communication

- Comfortable learning recent systems and technology

- Committed to continuous improvement and personal development

- Able to work independently while contributing positively to a team environment

- Experience using Xplan and implementing financial advice will be highly regarded.

Why Join Catapult Wealth?

We know our people are our greatest asset, and we work hard to create an environment where our team can thrive.

Benefits Include:

· Flexible work arrangements and work-from-home options

· Early finish at 12:30pm every second Friday

· Career progression opportunities within a growing business

· Up-to-date offices in Norwood

· A supportive and collaborative team culture

· Exposure to a diverse range of clients and advice strategies

Join Our Team

If you're looking for a role where you'll be trusted, supported, and given opportunities to develop your skills and career, we'd love to hear from you.

Apply now and become part of a team that is passionate about making a real difference in our clients' lives.

If you’re interested, please send your application to *******@hub39.com.au

We look forward to hearing from you.

Angelica Santos

Human Resources at Hub39

📌 Client Services Administrator (Adelaide)
🏢 Hub 39
📍 Adelaide