Banking & Financial Services | Financial Planning

Balmain, Sydney NSW

Permanent, Full Time | In office

- Join a growing financial advice firm in Balmain
- Junior and experienced Client Services Officers are encouraged to apply
- Competitive salary based on experience
- Genuine opportunities for professional development and career progression

At Granada Wealth Advisory, we help professionals, families and business owners grow, protect and manage their wealth with greater clarity and confidence. We believe financial advice should feel personal, practical and easy to understand. Behind every great client experience is a capable and caring support team that ensures nothing is overlooked and every step is handled properly.

We are looking for a Client Services Officer to join our Sydney team in Balmain. This is an on site, full time opportunity for someone who takes pride in delivering exceptional service, maintaining accurate records and keeping complex client matters moving forward. Whether you already have experience in financial planning or are looking to build a long term career in the industry, we would like to hear from you.

About the Role

You will work closely with our Financial Advisers and broader advice team to support clients throughout their financial planning journey. This is a handson role involving client communication, advice implementation, document preparation, application processing and ongoing follow-up with clients and external providers. You will become a trusted extension of the advice team, helping ensure every client receives a seamless, professional and reassuring experience.

Key Responsibilities

Depending on your experience, your responsibilities may include:

- Supporting Financial Advisers with the preparation and implementation of financial advice
- Preparing client documents, application forms and implementation paperwork
- Reviewing application forms and identification documents for accuracy and completeness
- Managing superannuation rollovers, investment applications, insurance applications and account openings
- Following up outstanding documents, signatures and information with clients
- Liaising with superannuation funds, insurers, investment platforms, fund managers and other third parties
- Maintaining accurate client records, file notes, meeting notes and task updates




- Coordinating client review meetings and preparing review documentation
- Monitoring pending applications, transfers and transactions through to completion
- Proactively identifying upcoming review dates, missing compliance documents and outstanding client actions
- Responding to client enquiries promptly and professionally
- Escalating technical advice questions or client concerns to the appropriate Financial Adviser
- Supporting the wider team with administrative and operational tasks when required

Exceptional Client Service

Our clients trust us with highly personal and important financial decisions. We are looking for someone who understands the level of care this requires. The successful candidate will:

- Acknowledge client enquiries promptly so clients always feel heard and supported
- Communicate proactively rather than waiting for clients to follow up
- Keep clients informed about the progress of applications, transfers and outstanding actions
- Remain calm and reassuring when clients are concerned about markets or their financial position
- Recognise when a matter must be escalated to a Financial Adviser
- Build genuine, professional relationships with clients over time
- Treat every client with care, patience and respect

You will need to:

- Understand the importance of privacy, confidentiality and secure handling of sensitive information
- Develop a working understanding of financial services compliance
- Recognise the importance of complete and accurate Statement of Advice documentation
- Carefully review forms, identification documents and supporting information before submission
- Maintain accurate client histories, file notes and records within our systems
- Handle personal financial information, tax records, identification documents and medical information with absolute discretion
- Follow approved processes and raise any errors, inconsistencies or compliance concerns immediately

About You

You will be well suited to this role if you are:





- Highly organised and able to manage multiple client matters at once
- Meticulous, with excellent attention to detail
- Proactive and comfortable following tasks through to completion
- A confident and professional communicator
- Calm and solutions-focused when dealing with client concerns
- Comfortable taking ownership of your work
- Able to work independently while contributing to a collaborative team
- Trustworthy and respectful when handling confidential information
- Willing to learn and continuously improve
- Comfortable working in a fast-paced, growing high performance environment

Skills and Experience

We welcome applications from both junior and experienced candidates.

Ideally, you will have:

- Experience/interest in financial planning, wealth management, superannuation, insurance, banking or professional services
- Previous experience in a Client Services Officer, Adviser Support or financial planning administration role
- Strong written and verbal communication skills
- Strong Microsoft Office skills
- The ability to learn specialised financial planning software and CRM platforms quickly
- Experience maintaining accurate client records, meeting notes and workflow updates
- An understanding of the financial advice process from initial engagement through to implementation and ongoing review

Experience with Xplan, AdviserLogic, HUB24, Macquarie, Interactive Brokers or similar platforms will be highly regarded but is not essential.

What We Offer

- A permanent, full time role based in our Balmain office
- Competitive remuneration based on your experience and capability
- A supportive and collaborative team environment
- Direct exposure to experienced Financial Advisers and complex client strategies
- Structured training across financial advice processes, systems and compliance
- Genuine opportunities for career development and increased responsibility
- The opportunity to build a meaningful career within a growing financial advice business
- A workplace where initiative, precision and exceptional client service are recognised

How to Apply

If you are organised, client focused and ready to build your career with a growing financial advice firm, we would love to hear from you.

Please submit your resume and a short cover letter outlining your experience and what you would bring to Granada Wealth Advisory.

📌 Client Services Officer (Sydney)
🏢 Granada Wealth Advisory
📍 Sydney