Join a growing financial planning team in Merimbula and play a key role in delivering exceptional client service.

Financial Planning Assistant

Client Services Officer

Competitive Salary

Merimbula, NSW | Full-Time | $75,000-$90,000 + Super

Are you an experienced Client Services Officer looking for your next opportunity in financial planning?

What You will Be Doing:

- Supporting the adviser with day-to-day client service and administration
- Preparing client files, forms, reports and documentation
- Assisting with SOAs and ROAs
- Managing the implementation of financial advice
- Preparing and following up investment, superannuation, retirement and insurance applications
- Maintaining accurate client information in XPLAN
- Liaising with product providers and insurers
- Following up outstanding applications and implementation requirements
- Assisting with research and preparation of recommendations
- Preparing reports and client meeting documents




- Providing a high level of professional and responsive client service

What We are Looking For:

- Previous experience in financial planning administration or client services
- Strong advice implementation experience
- Experience using XPLAN
- Excellent attention to detail and organisational skills
- Strong communication and client service skills
- Ability to manage multiple priorities
- RG146 is advantageous

What's On Offer:

- $75,000-$90,000 + super, depending on experience
- Opportunity to grow within a supportive financial planning practice
- Work closely with an experienced adviser and a professional team

If you're ready for your next step in financial planning and want to be part of a outstanding team in Merimbula, we would love to hear from you!

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📌 Financial Planning Assistant (Merimbula)
🏢 CareerBank
📍 Merimbula