Job Description

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As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate.

About The Role n

Working in our offices in Deakin, as part of our close knit team of Client Service Officers, we are seeking an organised and detail-oriented Implementation Officer to assist our advisers with all post-meeting implementation activities. This role is responsible for ensuring client recommendations and administrative actions are completed accurately, efficiently, and in a timely manner.

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This position is ideal for someone who has a strong sense of responsibility, enjoys process-driven work, and is eager to develop a long-term career in financial services.

About The Right Person n

We will provide training, however previous experience in a Financial Planning firm or professional services is highly regarded. In return we are seeking someone who is well presented and articulate, with aprofessional“can-do” attitude and appearance, who is pro-active, friendly and outcome-focused.

Key Responsibilities n

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- Manage implementation of adviser recommendations across investment, superannuation, insurance, and platform accounts.
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- Prepare and process forms and documentation for transactions and account changes.
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- Coordinate platform implementations and account maintenance requests.
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- Update Force and internal workflow systems to ensure adviser dashboards remain current.
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- Upload, organise, and maintain client documentation and records.
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- Assist with preparation and implementation of Statements of Advice (SOAs)



and related documentation.
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- Monitor outstanding implementation tasks and follow up providers, platforms, and clients as required.
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- Ensure compliance documentation is completed and stored correctly.
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- Liaise with product providers and platform administrators regarding transaction progress.
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- Support advisers with administrative and operational requirements following client meetings.
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Skills & Experience nn
- Strong attention to detail and commitment to accuracy.
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- Excellent organisational and administrative skills.
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- Ability to follow processes and manage multiple tasks simultaneously.
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- Strong sense of accountability and ownership.
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- Comfortable working with systems, workflows, and documentation.
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- Willingness to learn and develop financial planning knowledge.
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- Ability to work independently while contributing to a team environment.
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- Previous administration experience within financial planning, banking, superannuation, or qualified services is highly regarded.
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- Demonstrate a responsible and dependable work ethic.
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- Be willing to learn, develop, and continuously improve.
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- Take pride in the accuracy and quality of your work.
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- Maintain professionalism and confidentiality at all times.
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- Support teammates and contribute positively to team outcomes.
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- Treat clients, providers, and colleagues with respect.
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- Be proactive in identifying potential issues and resolving them early.
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- Have a solutions-focused mindset and willingness to take initiative.
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This office-based, full-time position is available for an immediate start for the right candidate.

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📌 Implementation Officer (Financial Planning) (Harman)
🏢 Fiducian Financial Services
📍 Harman