Job Description
Join a growing financial planning team in Merimbula and play a key role in delivering exceptional client service.
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Financial Planning Assistant
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Client Services Officer
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Market-competitive salary
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Merimbula, NSW | Full-Time | $75,000-$90,000 + Super
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Are you an experienced Client Services Officer looking for your next opportunity in financial planning?
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What You will Be Doing:
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Supporting the adviser with day-to-day client service and administration
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Preparing client files, forms, reports and documentation
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Assisting with SOAs and ROAs
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Managing the implementation of financial advice
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Preparing and following up investment, superannuation, retirement and insurance applications
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Maintaining accurate client information in XPLAN
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Liaising with product providers and insurers
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Following up outstanding applications and implementation requirements
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Assisting with research and preparation of recommendations
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Preparing reports and client meeting documents
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Providing a high level of professional and responsive client service
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What We are Looking For:
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Previous experience in financial planning administration or client services
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Strong advice implementation experience
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Experience using XPLAN
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Excellent attention to detail and organisational skills
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Strong communication and client service skills
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Ability to manage multiple priorities
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RG146 is advantageous
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What's On Offer:
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$75,000-$90,000 + super, depending on experience
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Opportunity to grow within a supportive financial planning practice
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Work closely with an experienced adviser and a professional team
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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!

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