Company Description Finwell Group Pty Ltd is a family-owned business that supports clients across financial planning, mortgage broking, self managed superannuation, and property investment advice. The team is made up of financial professionals with diverse, relatable backgrounds who have built practical strategies to help clients grow wealth.

Finwell

Group focuses on helping Australians improve their financial position in a way that respects their time and individual circumstances. The company’s approach is centered on identifying each client’s “why,” aligning it with the right “how,” and applying proven methods to reach long-term goals. Team members work collaboratively to deliver accessible, grounded financial guidance that makes a meaningful difference.

Role Description The Client Service Admin for Advice Implementations is a full-time remote role responsible for supporting the delivery of financial advice and ensuring a smooth client experience. Day-to-day tasks include preparing and processing advice implementation documentation, managing client records and data entry in relevant systems, and coordinating follow-ups to ensure all advice steps are completed accurately and on time. The role involves responding to client inquiries, scheduling meetings, and liaising with internal advisers and external providers to support mortgage, superannuation,



and investment-related requests.

The Client Service

Admin also assists with maintaining service standards, monitoring workflow, and contributing to continuous improvement of processes that enhance client satisfaction.

Qualifications

- Candidates should possess strong Client Services and Customer Service skills, with a focus on building trust and delivering a positive client experience.
- Candidates should possess clear and professional Communication skills, including the ability to explain processes and respond promptly to client queries.
- Candidates should possess a commitment to Customer Satisfaction, including attention to detail, follow-through, and proactive problem-solving.
- Candidates should possess foundational knowledge in Finance, particularly in areas such as financial planning, mortgages, superannuation, or investments.
- Relevant skills and qualifications that would be beneficial include experience in financial services administration, proficiency with CRM and office software, robust organizational and time management abilities, and the capacity to work independently in a remote environment.
- A certificate or diploma in finance, business, or a related field, or equivalent experience in a financial services role, will be highly regarded.

📌 Client Service Admin for Advice Implementations (Melbourne)
🏢 Finwell Group
📍 Melbourne