Job Description

Senior Client Service Officer / Senior Administrator

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Location: Newcastle NSW – Office‐based

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Employment: Full‐Time (full or part time or versatile options available)

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Salary: A$85,000.00/yr – A$90,000.00/yr

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About the Role

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This is a senior, hands‐on position suited to someone who enjoys ownership and accountability. You will be the go‐to person for applications, follow‐ups, and workflow management.

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Key Responsibilities

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End‐to‐end management of advice implementation and applications
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Liaising with platforms, providers and internal stakeholders
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Coordinating client documentation, reviews and ongoing service requirements
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Managing workflows, follow‐ups and deadlines
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Supporting advisers with high‐touch, relationship‐focused client service
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Meeting clients in the office and being part of meetings, end to end communication with clients
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About You

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5+ years' experience in a financial planning admin / CSO role
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Strong knowledge of advice processes and application handling
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Highly organised, proactive and detail‐oriented
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Comfortable working in an office‐based, collaborative environment
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Experience with Midwinter and/or Worksorted highly regarded
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What's on Offer

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Salary guide: $85,000 – $90,000 + super
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Stable, skilled team with low staff turnover
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Office‐based role with direct access to advisers
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A trusted position within a high‐quality advice practice
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Full or Part Time or Adaptable with other life commitments; daily office attendance required
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Potential for career growth or continued operations focus
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Apply now or direct message Carolina to discuss further.
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📌 Client Services Officer New South Wales
🏢 Advice2Talent
📍 New South Wales