Job Description

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FS Recruitment Solutions – Sydney Southern Suburbs NSW

Client Services Officer - Financial Planning and Advice The prospect n

Join a respected Financial Planning and Accounting firm with a strong presence across the Sutherland Shire. Supporting a large and loyal client base, the business combines experienced advisers, accountants and established systems with a genuine team culture where people are valued and supported to grow.

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This is a true client-facing role where you will work closely with advisers, clients and external providers to keep advice strategies moving from recommendation through to implementation. You will play a key role in delivering a seamless client experience while gaining exposure to a broad range of wealth, retirement and insurance strategies.

Key responsibilities n

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Support advisers through the end-to-end implementation of financial advice.
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Manage client reviews, meeting preparation and ongoing service requirements.
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Prepare advice documentation, applications and client correspondence.
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Build solid client relationships and act as a key point of contact.
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Liaise with platforms, fund managers, insurers and product providers.
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Maintain accurate records and support compliance requirements.
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Ensure client matters are progressed efficiently and professionally.
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Experience required nn
Experience in financial planning administration or client services.
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Solid communication and relationship-building skills.
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Excellent organisation and attention to detail.
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A proactive, solutions-focused approach.
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Ability to manage multiple priorities in a fast-paced environment.
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Confidence using Microsoft 365 and financial planning software.
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Experience with AdviserLogic or similar software will be highly regarded.
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What's on offer nn
Join a successful, growing Financial Planning and Accounting firm.
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Supportive leadership and an engaged team culture.
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Exposure to sophisticated advice strategies and diverse clients.
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Ongoing training, mentoring and professional development.
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Clear career progression opportunities.
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Flexible working arrangements and work-life balance.
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Long-term stability within an established business.
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If you are an experienced Client Service Officer looking for a role with variety, responsibility and genuine career growth, this is an opportunity to become an integral part of a highly regarded advice team.

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J-18808-Ljbffr

📌 Client Services Officer Financial Planning Sydney
🏢 FS Recruitment Solutions
📍 Sydney