Build your career in financial planning with a supportive, award‐winning South Australian firm
Start your financial services career with Rowe Partners Financial Planning and gain hands‐on experience, structured mentoring, and genuine long‐term career opportunities.
This is an ideal entry‐level role for a recent graduate or someone looking to break into the financial planning industry.
About the Chance
Rowe Partners Financial Planning has an exciting opportunity for a motivated
Client Service Officer
to join our growing Financial Planning team.
You'll work closely with experienced Financial Planners and a friendly, professional support team who are committed to mentoring and developing early‐career talent.
If you're reliable, eager to learn, and keen to build a long‐term career in financial services, this role will set you up for success.
We value attitude just as much as skills — if you're committed, organised, and ready to grow, we'll support you every step of the way.
About Us
Rowe Partners Financial Planning is the in‐house financial planning division of
Rowe Partners
, a multi‐award‐winning South Australian accounting and financial advisory firm established in ****.
With over
50 staff
and offices in
Christies Beach, Modbury, Murray Bridge, Port Augusta and Port Pirie
, we are a client‐focused and forward‐thinking practice providing comprehensive financial advice and accounting services across South Australia.
About the Role
As a Client Service Officer, you will:
Support Financial Planners with the preparation and implementation of financial plans




Liaise with clients and product providers to deliver exceptional service
Assist with compliance documentation and administrative processes
Collaborate with a high‐performing team to ensure client outcomes are delivered efficiently
Develop your technical knowledge and understanding of financial planning strategies
This role provides exposure to all aspects of financial planning and is an excellent foundation for career progression within the firm.
About You
To be successful in this role, you will ideally have:
A
Bachelor's degree
in Financial Planning, Finance, Commerce, Economics, Business or a related field
A genuine interest in building a career in financial services
Strong organisational skills and the ability to learn quickly
A reputation for being reliable, punctual, and detail‐oriented
Confidence working as part of a collaborative team
Solid computer skills, including proficiency in
Microsoft Office Suite
Desirable (but not essential):
Experience in a similar administration or client service role
Experience using
Xplan
or other financial planning software
What We Offer
Long‐term, secure employment with a respected South Australian firm
Competitive salary package commensurate with skills and experience
Supportive team environment with hands‐on mentoring
Flexibility to accommodate
university study programs
Clear career development pathways within financial planning
Eligibility
Applicants
must hold Australian work rights
to be eligible for this position.
How to Learn More
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📌 Client Service Officer (South Australia)
🏢 Rowe Partners
📍 South Australia