Job Description

Client Relations Officer (Financial Planning)

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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.

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About The Role:

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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.

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

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About The Right Person:

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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.

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Key Responsibilities

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- Coordinate and schedule ongoing client review meetings to ensure adviser calendars remain full and organised.
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- Act as a primary point of contact for clients regarding appointments, enquiries, and service requests.
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- Manage new client enquiries and assist with client onboarding processes.
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- Allocate incoming client requests and opportunities to the appropriate adviser.
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- Prepare meeting documentation, file notes, OSA documentation, and other pre-meeting requirements.
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- Follow up outstanding information requests and maintain proactive communication with clients and advisers.
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- Ensure client records and CRM information are accurate and up to date.
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- Work closely with advisers to identify upcoming client needs and service opportunities.
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- Assist with diary management, meeting confirmations, and appointment reminders.
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- Contribute to maintaining a high standard of client service and client satisfaction.
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Skills & Experience

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

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