Job Description

Receptionist/Client Services Officer or Graduate n

Our client is a boutique financial planning practice based in Dubbo, who is committed to providing high-quality, personalized financial advice to both new and existing clients. The practice is renowned for building genuine, long-term relationships with clients and is seeking to appoint a new experienced Receptionist with administrative skills or a Graduate seeking a long-term career path.

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The role will be based at the front office, where you will be the first point of contact for clients, providing a warm and professional welcome while supporting the Financial Advisers and wider team with various administrative tasks required to deliver timely financial advice.

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This opportunity could suit someone who is looking to build a career within Financial Planning, with the chance to develop their knowledge and experience through ongoing training, mentoring, and support within the practice.

Key responsibilities n

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- Welcoming clients and visitors in a friendly and professional manner
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- Answering and directing telephone calls
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- Managing appointments and meeting room bookings
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- Responding to client enquiries and providing general administrative assistance
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- Managing incoming and outgoing correspondenceMaintaining client records and ensuring information is handled accurately and confidentially
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- Supporting the Financial Advisers and broader team with administrative tasks
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- Assisting with office coordination and general reception duties
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- Providing an exceptional level of service to our clients
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About you nn
- Warm, friendly and genuinely enjoys helping people
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- Professional, polished and confident when dealing with clients
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- Highly organized with excellent attention to detail
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- Reliable and able to manage competing priorities
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- A strong communicator with a positive attitude
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- Comfortable working with technology and learning new systems
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- Discreet and respectful when handling confidential client information
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- A team player who is willing to pitch in and support colleagues
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- Previous experience in reception, administration, financial services, professional services or a client-facing role will be highly regarded
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- Experience within Financial Planning is advantageous but not essential
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If you are career minded, this role offers an opportunity to develop your skills, gain valuable experience in financial planning and build a long-term career pathway. Training is provided along with study support; income is flexible and according to experience.

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📌 Receptionist/Client Services Officer or Graduate (Dubbo)
🏢 International Search Partners
📍 Dubbo