Recently completed your degree and looking for the right place to start your career in financial planning?

Leeuwin Wealth is a growing financial services firm based in West Perth, bringing together wealth management, financial planning and corporate advisory under one roof.

We’re looking for a bright, motivated graduate to join our team as a Graduate Client Services Officer. No previous financial planning experience is required. What matters most to us is that you’re switched on, organised, great with people and genuinely interested in building a career in financial services.

If you’ve recently completed, or are about to complete, a Financial Planning degree, this is an opportunity to learn the industry from the ground up while working alongside experienced advisers and a supportive team.

Why You’ll Love Leeuwin

- A genuine graduate opportunity: We’re not expecting you to arrive knowing everything. We’ll teach you our systems, processes and how a great advice business operates.

- Learn from experienced people: You’ll work closely with our Advisers and broader team, gaining practical exposure to financial advice and client relationships from day one.

- Build a career, not just a CV: We want this role to be the beginning of a longer-term career in financial planning, with opportunities to take on greater responsibility as your skills develop.

- Exposure beyond the textbook: You’ll see how advice is actually delivered, from client onboarding and implementation through to investment administration, advice documentation and ongoing client service.

- Be part of a growing business: We’re still building, improving and doing things differently.



You’ll have the prospect to contribute ideas rather than simply inherit "the way it has always been done".

What You’ll Do

As a Graduate Client Services Officer, you’ll support our Advisers and Client Services team across the day-to-day delivery of advice and wealth management services.

You’ll learn how to

- Assist with onboarding new clients and establishing accounts and investments.

- Support the implementation of financial planning strategies.

- Maintain accurate client information and workflows within FIN365 and XPLAN.

- Prepare and process client documentation.

- Liaise with superannuation funds, investment platforms and other providers.

- Assist Advisers with meeting preparation and client follow-up.

- Communicate with clients and provide a high standard of service.

- Learn our compliance, advice and operational processes.

- Get involved in process improvement, technology and other projects across the business.

As your skills and confidence grow, so will the scope of the role.

Who We’re Looking For

We’re not looking for years of experience. In fact, you may have no financial services experience at all.

We are looking for someone who:

- Has recently completed, or is close to completing, a relevant university degree.

- Has a genuine interest in financial planning, wealth management and investment markets.

- Is intelligent, curious and keen to learn.





- Has excellent attention to detail and takes pride in getting things right.

- Is organised and comfortable managing multiple tasks.

- Is confident communicating with people, both in person and over the phone.

- Has strong Microsoft 365 skills and is comfortable learning new technology.

- Is proactive and willing to put their hand up and get involved.

- Enjoys being part of a team and contributing to a positive workplace.

- Has the right to work in Australia.

A Curtin University Financial Planning degree is highly regarded, but we’d also love to hear from graduates with other relevant finance, commerce or financial planning qualifications.

Why Leeuwin?

Leeuwin Wealth is not a traditional financial planning firm.

We’re a young, growing business with an ambitious team and a modern approach to financial services. Our West Perth office brings together financial advisers, investment professionals and corporate advisory specialists, giving graduates exposure to a much broader financial services environment.

You’ll join a collaborative team where people know each other, senior leaders are accessible and good ideas are encouraged regardless of job title.

Most importantly, we’re looking for someone who wants to grow with us.

How to Apply

If you’re finishing university, have recently graduated, or are looking for your first real opportunity to build a career in financial planning, we’d love to hear from you.

Click Apply and send us your CV along with a short cover letter telling us a little about yourself, why financial planning interests you and why you’d like to join Leeuwin Wealth.

📌 Graduate Client Services Officer (West Perth)
🏢 Leeuwin Wealth
📍 West Perth