FS Recruitment Solutions – Sydney Southern Suburbs NSW

Client Services Officer - Financial Planning and Advice The opportunity Join a respected Financial Planning and Accounting firm with a strong presence across the Sutherland Shire. Supporting a large and loyal client base, the business combines experienced advisers, accountants and established systems with a genuine team culture where people are valued and supported to grow.

This is a true client-facing role where you will work closely with advisers, clients and external providers to keep advice strategies moving from recommendation through to implementation. You will play a key role in delivering a seamless client experience while gaining exposure to a broad range of wealth, retirement and insurance strategies.

Key responsibilities

Support advisers through the end-to-end implementation of financial advice.

Manage client reviews, meeting preparation and ongoing service requirements.

Prepare advice documentation, applications and client correspondence.

Build strong client relationships and act as a key point of contact.

Liaise with platforms, fund managers, insurers and product providers.

Maintain accurate records and support compliance requirements.





Ensure client matters are progressed efficiently and professionally.

Experience required

Experience in financial planning administration or client services.

Strong communication and relationship-building skills.

Excellent organisation and attention to detail.

A proactive, solutions-focused approach.

Ability to manage multiple priorities in a fast-paced environment.

Confidence using Microsoft 365 and financial planning software.

Experience with AdviserLogic or similar software will be highly regarded.

What's on offer

Join a successful, growing Financial Planning and Accounting firm.

Supportive leadership and an engaged team culture.

Exposure to sophisticated advice strategies and diverse clients.

Ongoing training, mentoring and professional development.

Transparent career progression opportunities.

Flexible working arrangements and work-life balance.

Long-term stability within an established business.

If you are an experienced Client Service Officer looking for a role with variety, responsibility and genuine career growth, this is an opportunity to become an integral part of a highly regarded advice team.

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📌 Client Services Officer - Financial Planning (Sydney)
🏢 FS Recruitment Solutions
📍 Sydney