Client Relations Officer (Financial Planning)

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 a highly organised and personable Client Relations Officer to support our financial advisory team. This role is primarily client-facing and will assist advisers by managing client engagement, review meeting coordination, new client onboarding, and pre-meeting preparation.

You will be the first point of contact for many client interactions and play a key role in delivering an exceptional client experience.

About The Right Person:

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

Key Responsibilities

- Coordinate and schedule ongoing client review meetings to ensure adviser calendars remain full and organised.
- Act as a primary point of contact for clients regarding appointments, enquiries, and service requests.
- Manage recent client enquiries and assist with client onboarding processes.
- Allocate incoming client requests and opportunities to the appropriate adviser.
- Prepare meeting documentation, file notes, OSA documentation, and other pre-meeting requirements.




- Follow up outstanding information requests and maintain proactive communication with clients and advisers.
- Ensure client records and CRM information are accurate and up to date.
- Work closely with advisers to identify upcoming client needs and service opportunities.
- Assist with diary management, meeting confirmations, and appointment reminders.
- Contribute to maintaining a high standard of client service and client satisfaction.

Skills & Experience

- Excellent verbal and written communication skills.
- Strong interpersonal skills and confidence speaking with clients over phone, email, and in person.
- Professional presentation and a positive attitude.
- Strong organisational and time management abilities.
- Ability to multitask and manage competing priorities.
- High attention to detail.
- Experience within financial planning, banking, insurance, or professional services is highly regarded.
- Proficiency in Microsoft Office and CRM systems.
- Treat clients and colleagues with professionalism, courtesy, and respect.
- Demonstrate empathy and genuine care when dealing with clients.
- Maintain a positive and team-oriented attitude.
- Take ownership of tasks and follow through on commitments.
- Communicate openly and proactively.
- Be adaptable and willing to assist the broader team when required.
- Maintain confidentiality and professionalism at all times.
- Show initiative and continuously look for ways to improve client experiences.

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

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📌 Client Relations Officer (Financial Planning) (Canberra)
🏢 Fiducian Financial Services
📍 Canberra