Our client is a boutique financial planning practice based in Dubbo, who is committed to providing high-quality, personalized financial advice to both new and existing clients. The close-knit team prides themselves on building genuine, long-term relationships with clients and delivering advice that helps them achieve their financial goals.

As Receptionist, you will play an important role in creating a positive experience for clients and supporting the smooth day-to-day operation of the practice. This is an excellent opportunity for someone who enjoys working with people, takes pride in delivering exceptional service, and wants to build a career within a professional financial services environment.

Key responsibilities

- Welcoming clients and visitors in a friendly and skilled manner
- Answering and directing telephone calls
- Managing appointments and meeting room bookings
- Responding to client enquiries and providing general administrative assistance
- Managing incoming and outgoing correspondence
- Maintaining client records and ensuring information is handled accurately and confidentially
- Supporting the Financial Advisers and broader team with administrative tasks
- Assisting with office coordination and general reception duties
- Providing an exceptional level of service to our clients





About you

- Warm, friendly and genuinely enjoys helping people
- Professional, polished and confident when dealing with clients
- Highly organised with excellent attention to detail
- Reliable and able to manage competing priorities
- A strong communicator with a positive attitude
- Comfortable working with technology and learning new systems
- Discreet and respectful when handling confidential client information
- A team player who is willing to pitch in and support colleagues
- Previous experience in reception, administration, financial services, professional services or a client-facing role will be highly regarded
- Experience within Financial Planning is advantageous but not essential

If you are career minded, this role offers more than just a reception position — it provides the opportunity to develop your skills, gain valuable experience in financial planning and build a long-term career pathway towards becoming a Financial Adviser if desired. Remuneration is competitive and according to experience. For further information please contact Shelly on [0413 957 089](tel:0413 957 089) or apply via Seek or to [email protected]

📌 Receptionist - Financial Services (Dubbo)
🏢 International Search Partners
📍 Dubbo