Job Description

Client Services Officer - with pathway to Financial Adviser

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Remote | Full-time

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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.

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

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We're growing fast 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).

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About the Role

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- Support onboarding, advice prep, and implementation for our growing client base
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- Chat confidently with clients and providers - especially across insurance, super, and investments
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- Collaborate with advisers, associates, paraplanners, and the broader SF team
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- Be a key part of our talent incubator: we want to grow you into an SF Adviser
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- Bonus points if you get excited by process improvement and better ways of working
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- Enjoy a competitive salary, remote culture, and plenty of support
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What You'll Need to Bring

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- 2–3 years in a client services or advice support role (or close to it)
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- Approved financial planning degree (or in the final stages)
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- Desire to kick off your Professional Year within 12–24 months
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- Excellent communication skills – especially over the phone
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- Strong attention to detail and initiative to spot what others miss
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- Comfortable with compliance and keeping things squeaky clean
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- Proven ability to manage your time, work remotely, and meet deadlines
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- A collaborative spirit, a learning mindset, and a whole lot of heart
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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.

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Company highlights

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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).

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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.

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Seniority level

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- Entry level
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Employment type

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- Full-time
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Job function

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