Join a growing financial planning team in Merimbula and play a key role in delivering exceptional client service.
Financial Planning Assistant
Client Services Officer
Market-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 great team in Merimbula, we would love to hear from you!
#J-*****-Ljbffr

📌 Financial Planning Assistant (New South Wales)
🏢 CareerBank
📍 New South Wales