Join a growing financial planning team in Merimbula and play a key role in delivering exceptional client service.Financial Planning AssistantClient Services OfficerCompetitive SalaryMerimbula, NSW | Full-Time | $75,000-$90,000 + SuperAre 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 administrationPreparing client files, forms, reports and documentationAssisting with SOAs and ROAsManaging the implementation of financial advicePreparing and following up investment, superannuation,



retirement and insurance applicationsMaintaining accurate client information in XPLANLiaising with product providers and insurersFollowing up outstanding applications and implementation requirementsAssisting with research and preparation of recommendationsPreparing reports and client meeting documentsProviding a high level of professional and responsive client serviceWhat We are Looking For:Previous experience in financial planning administration or client servicesStrong advice implementation experienceExperience using XPLANExcellent attention to detail and organisational skillsStrong communication and client service skillsAbility to manage multiple prioritiesRG146 is advantageousWhat's On Offer:$75,000-$90,000 + super, depending on experienceOpportunity to grow within a supportive financial planning practiceWork closely with an experienced adviser and a professional teamIf you're ready for your next step in financial planning and want to be part of a excellent team in Merimbula, we would love to hear from you!
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📌 Financial Planning Assistant (New South Wales)
🏢 CareerBank
📍 New South Wales