Permanent position, excellent benefits.

Work within a growing boutique Financial Planning practice.

Rba Financial Group has over 50 years' experience as a trusted and well-respected financial planning firm. We pride ourselves on building long-term relationships with our clients and delivering personalised financial planning strategies to help them achieve their individual financial and lifestyle goals.

Due to continued growth, we are seeking an experienced Senior Client Services Officer to join our team.

This role is ideally suited to someone with strong experience in financial planning administration who is confident managing the end-to-end advice implementation and client service process. We are looking for someone who understands what needs to happen, when it needs to happen, and can confidently keep client matters moving from commencement through to completion.

Supportive and collaborative team environment

Flexible work arrangements depending on experience

Leave loading

Birthday leave

Additional Christmas leave

Genuine chance to make an impact within the business

The Role

Working closely with our advisers and support team, your focus will be ensuring advice implementation, client service activities and administration processes are progressing efficiently and accurately.

This role requires someone who can bring together multiple moving parts, manage competing priorities and ensure outstanding actions are followed through to completion.

Success in this role is not just about completing individual tasks. It is about understanding how all the moving parts fit together, managing competing priorities, and ensuring advice and client service processes continue moving forward from start to finish.

You will be trusted to take ownership of your workload,



identify what needs attention, follow through on outstanding actions, and proactively keep matters progressing.

Responsibilities

- Implementation of SOAs and ROAs
- Preparation and processing of applications and advice documentation
- Managing advice implementation from commencement through to completion
- Liaising with clients, product providers and other third parties
- Managing and responding to client enquiries
- Updating and maintaining client information within Xplan
- Monitoring and managing outstanding requirements and follow-up actions
- Making and managing client appointments
- Maintaining data integrity and client records
- Adhering to all relevant risk and compliance obligations
- Contributing to continuous improvement of systems and processes
- General administration and client servicing support

What We Are Looking For

- Previous experience in a Financial Planning Client Services role
- Strong working knowledge of financial planning administration and advice implementation processes
- Experience with Xplan preferred
- Experience delivering a high standard of client service
- Excellent written and verbal communication skills
- Strong skills in Microsoft Word and Excel
- Exceptional organisational and time management skills
- Strong attention to detail
- The ability to manage multiple files and competing priorities
- A proactive and solutions-focused approach
- Strong problem-solving ability
- The confidence to work independently while still being a collaborative team member

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📌 Senior Client Services Officer (Greater Shepparton City)
🏢 RBA Financial Group
📍 Greater Shepparton City