The Company

Join a growing financial planning practice based in North Sydney, supporting professionals, small to medium business owners and families across Sydney and beyond.

The practice works with a diverse client base, including high-net-worth individuals, SMSFs and clients with complex financial strategies. The experienced advisory and client services teams combine technical expertise with a genuine commitment to quality advice and meaningful client outcomes.

Recently recognised at the Fortnum Conference as the 2026 Advice Innovation & Excellence Award winner, the practice is committed to delivering high-quality advice, innovative solutions and exceptional client experiences.

With a strong focus on teamwork, wellbeing and work-life balance, you’ll join a welcoming environment where your contribution is valued.

Culture & Benefits

- Supportive & Collaborative Team - Work alongside knowledgeable, friendly professionals who value teamwork, support and knowledge sharing.
- Wellbeing & Work-Life Balance - Join a people-focused workplace that prioritises employee wellbeing and encourages a healthy work-life balance.

The Opportunity This is an exciting opportunity for a full-time Client Services Officer to join the onshore team and support the delivery of financial advice.

Reporting to the Operations Manager, you’ll work closely with advisers and take ownership of end-to-end advice implementation, from coordinating client requirements through to ensuring advice is accurately and efficiently put into action.

The role will suit someone who enjoys variety,



takes pride in getting the details right and is comfortable working in a fast-paced workplace where priorities can change throughout the day.

Key Responsibilities

- Manage end-to-end advice implementation and client administration, ensuring accuracy and timely delivery.
- Act as a key contact for client enquiries, coordinate communications and support advice implementation.
- Maintain accurate client records across Xplan and Salesforce, following internal processes and compliance requirements.
- Assist multiple advisers with meeting preparation, follow-ups and implementation of advice.
- Support general office operations and team administration.

About You

- 2-3 years’ experience in client services or administration, preferably within financial planning, superannuation.
- Familiarity with Xplan, Salesforce, Microsoft Office, Copilot, Calendly and Adobe Pro is highly regarded.
- A hands-on approach, with a willingness to get involved and support the wider team.
- Adaptability and confidence in managing multiple advisers and competing priorities.
- Strong client communication and practical problem-solving skills
- Excellent organisational and time management skills, with the ability to prioritise effectively.
- High attention to detail and a commitment to compliance and accuracy.

If you’re a hands-on, proactive professional who enjoys variety, takes ownership and is happy to roll up your sleeves and get involved, we’d love to hear from you. Apply now with your CV to take the next step in your career.

📌 Client Services Officer | Financial Planning | North Sydney
🏢 Catalina Consultants
📍 North Sydney