Job Description
Permanent position, excellent advantages.
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 opportunity 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 (Victoria)
🏢 RBA Financial Group
📍 Victoria