About the role An exciting opportunity exists for an experienced Client Services Officer to join a growing boutique financial advice practice. Working closely with the Principal Adviser, you'll play a key role in delivering exceptional client service, coordinating advice implementation, and ensuring clients receive a seamless experience throughout their financial journey.
Execute investment and superannuation trades
Coordinate advice implementation
Manage super rollovers and recontribution strategies
Liaise with clients throughout fund transfer processes
Build strong client relationships through regular contact
Allocate and oversee tasks completed by offshore support staff
Skills & Experience
Experience as a Client Services Officer in financial planning, ideally 3+ years experience
Strong knowledge of superannuation and investment products
Experience with HUB24 or similar platforms
Confident client communication and relationship skills
Highly organised with strong attention to detail
Benefits
Flexible part-time schedule across 4 days per week
Hybrid WFH arrangement after initial onboarding
Direct mentoring from an experienced Financial Adviser
Supportive, low-ego environment focused on outcomes
Chance to grow alongside a rapidly expanding business
About the company / Culture Our client is a boutique, self-licensed financial advice practice specialising in holistic wealth management, retirement planning, investment strategies and superannuation advice.
With a growing base of high-net-worth and pre-retiree clients, the business has established a reputation for delivering highly personalised advice and service.