Client Services Officer - Financial Planning and Advice The opportunity

Join a respected Financial Planning and Accounting firm with a strong presence across the Sutherland Shire. Supporting a large and loyal client base, the business combines experienced advisers, accountants and established systems with a genuine team culture where people are valued and supported to grow.

This is a true client-facing role where you will work closely with advisers, clients and external providers to keep advice strategies moving from recommendation through to implementation. You will play a key role in delivering a seamless client experience while gaining exposure to a broad range of wealth, retirement and insurance strategies.

Key responsibilities

- Support advisers through the end-to-end implementation of financial advice.
- Manage client reviews, meeting preparation and ongoing service requirements.
- Prepare advice documentation, applications and client correspondence.
- Build strong client relationships and act as a key point of contact.
- Liaise with platforms, fund managers, insurers and product providers.
- Maintain accurate records and support compliance requirements.
- Ensure client matters are progressed efficiently and professionally.

Experience required





- Experience in financial planning administration or client services.
- Solid communication and relationship-building skills.
- Excellent organisation and attention to detail.
- A proactive, solutions-focused approach.
- Ability to manage multiple priorities in a fast-paced environment.
- Confidence using Microsoft 365 and financial planning software.
- Experience with AdviserLogic or similar software will be highly regarded.

What's on offer

- Join a successful, growing Financial Planning and Accounting firm.
- Supportive leadership and an engaged team culture.
- Exposure to sophisticated advice strategies and diverse clients.
- Ongoing training, mentoring and professional development.
- Clear career progression opportunities.
- Flexible working arrangements and work-life balance.
- Long-term stability within an established business.

If you are an experienced Client Service Officer looking for a role with variety, responsibility and genuine career growth, this is an opportunity to become an integral part of a highly regarded advice team.

Kiera Brown [email protected]

[0409 598 111](tel:0409 598 111)

📌 Client Services Officer - Financial Planning (South Australia)
🏢 FS Recruitment Solutions
📍 South Australia