Banking & Finance
Financial Planning
Melbourne
Permanent / Full Time
Access exclusive client services and advice admin roles within wealth management
Build on your industry knowledge in a role that values client services
Apply your advice administration experience to, high-quality opportunities

Fourquarters Recruitment partners with leading wealth management and financial planning businesses to connect them with high-calibre talent. We're currently building our talent pool for upcoming Client Services and Advice Administration prospects.

About This Role
We're seeking an experienced Client Services / Advice Administration skilled with a background in wealth management or financial planning. If you know your way around client onboarding, compliance documentation, and platform administration, we'd love to hear from you.
What You'll Bring
Prior experience in a client services, advice administration, or paraplanning support role within financial planning or wealth management
Familiarity with platforms such as [Xplan / Midwinter / HUB24 / Netwealth — adjust as relevant]
Understanding of the advice process — from new client onboarding through to Statement of Advice (SOA) preparation and implementation
Robust attention to detail,



particularly around compliance and regulatory documentation
Excellent client-facing communication skills, both written and verbal
Ability to manage competing priorities in a fast-paced advice practice
[RG146 / relevant industry qualification — if desired, otherwise remove]

What You'll Be Doing
Managing client service requests and correspondence
Preparing and processing new business, reviews, and advice implementation
Liaising with platforms, insurers, and product providers on clients' behalf
Maintaining accurate client records and compliance files
Supporting financial advisers/planners with day-to-day administrative needs

Why Register Your Interest
Access to exclusive roles with our wealth management and financial planning clients, often before they hit the open market
Personalised guidance from a recruiter who understands the industry
Support through the interview process, from resume tips to salary negotiation

How to Apply
Click Apply to submit your resume and a short cover note outlining your experience in wealth management or financial planning administration. One of our consultants will be in touch to discuss current and upcoming opportunities that match your background.

📌 Client Services / Advice Administration Professional Expression Of Interest Melbourne
🏢 FourQuarters Recruitment
📍 Melbourne