About the business

As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate.

About The Role:

Working in our offices in Deakin, as part of our close knit team of Client Service Officers, we are seeking an organised and detail-oriented Implementation Officer to assist our advisers with all post-meeting implementation activities. This role is responsible for ensuring client recommendations and administrative actions are completed accurately, efficiently, and in a timely manner.

This position is ideal for someone who has a strong sense of responsibility, enjoys process-driven work, and is eager to develop a long-term career in financial services.

About The Right Person:

We will provide training, however previous experience in a Financial Planning firm or skilled services is highly regarded. In return we are seeking someone who is well presented and articulate, with a professional “can-do” attitude and appearance, who is pro-active, friendly and outcome-focused.

Key Responsibilities

- Manage implementation of adviser recommendations across investment, superannuation, insurance, and platform accounts.
- Prepare and process forms and documentation for transactions and account changes.
- Coordinate platform implementations and account maintenance requests.
- Update Force and internal workflow systems to ensure adviser dashboards remain current.
- Upload, organise, and maintain client documentation and records.
- Assist with preparation and implementation of Statements of Advice (SOAs) and related documentation.
- Monitor outstanding implementation tasks and follow up providers, platforms, and clients as required.
- Ensure compliance documentation is completed and stored correctly.




- Liaise with product providers and platform administrators regarding transaction progress.
- Support advisers with administrative and operational requirements following client meetings.

Skills & Experience

- Strong attention to detail and commitment to accuracy.
- Excellent organisational and administrative skills.
- Ability to follow processes and manage multiple tasks simultaneously.
- Strong sense of accountability and ownership.
- Comfortable working with systems, workflows, and documentation.
- Willingness to learn and develop financial planning knowledge.
- Ability to work independently while contributing to a team environment.
- Previous administration experience within financial planning, banking, superannuation, or skilled services is highly regarded.

Cultural Expectations

- Demonstrate a responsible and dependable work ethic.
- Be willing to learn, develop, and continuously improve.
- Take pride in the accuracy and quality of your work.
- Maintain professionalism and confidentiality at all times.
- Support teammates and contribute positively to team outcomes.
- Treat clients, providers, and colleagues with respect.
- Be proactive in identifying potential issues and resolving them early.
- Have a solutions-focused mindset and willingness to take initiative.

How to apply: Please note: only successful candidates who meet the position criteria and requirements and who provide a tailored cover letter, will be contacted.

If you possess the desired characteristics and this role appeals to you, please apply now, by:

1. Visiting our website: https://www.fiduciancanberra.com.au/
2. attach a tailored covering letter, addressing the key criteria and why you believe you would enjoy and could excel in this role
3. attach your Curriculum Vitae

This office-based, full-time position is available for an immediate start for the right candidate. We thank you for your considered application.

📌 Implementation Officer (Financial Planning) (Deakin)
🏢 Fiducian Financial Services - Deakin
📍 Deakin