Our client is a leading independent wealth advisory firm in Australia, delivering tailored wealth management, investment strategy and advice to high net worth individuals, families, and charitable institutions. Recognised as a premium brand with an uncompromised commitment to quality, integrity, and independence, the firm offers an exceptional environment for driven financial services professionals.

The Position

Opportunities are currently available across both Melbourne (2 roles) and Brisbane (1 role). Offering the chance to work directly alongside one of Australia's top financial advisers, this is fundamentally a high touch financial planning administration and client service role. The successful candidate will act as an operational anchor, ensuring seamless service execution and advice delivery for a high net worth portfolio.

The Role

- Adviser & Client Support: Assisting the Adviser in the coordination, delivery, and implementation of financial strategies and client advice.
- Client Onboarding & Reviews: Managing client communications, onboarding new clients, and preparing documentation for client meetings and annual reviews.
- Meeting & Diary Management: Managing complex schedules, coordinating client meetings, and recording detailed file notes with actionable follow-ups.
- Operations & Trading: Executing fund transfers, redemptions, and investment applications across platforms such as Netwealth and IRESS.
- Compliance & Records:



Maintaining regulatory documentation (including Investor Certificates, Fee Disclosure Statements, and Renewal Notices) and updating client databases.
- Process Improvement: Identifying administrative efficiencies and maintaining workflow systems to enhance overall team productivity

Skills and Experience

This role is suited to an emerging or experienced administration professional who takes pride in operational precision and delivering exceptional service to clients.

- Experience: Up to 2 years of experience in a client service or administrative support role within financial planning or wealth management.
- Qualifications: Minimum Bachelor's degree (a degree in Financial Planning, Business, or a related field is desirable).
- Technical Skills: Proficiency in MS Office (Excel, Word, PowerPoint) and exposure to financial advice software or trading platforms (e.g., Netwealth, IRESS, Xplan).
- Key Attributes: Strong task and time management skills, high attention to detail, a proactive mindset, and excellent stakeholder communication.

Rewards and Benefits

- Career Development: A structured path aligned with the successful candidate's goals, with options to stay long term in career administration or develop into a Financial Adviser.
- Remuneration: A competitive package with bonus potential
- Culture & Mentorship: Direct exposure to industry leading partners in a highly reputable, team-oriented, and quality focused firm.

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📌 Client Service Associate - Financial Planning (Melbourne)
🏢 RecruiTalent
📍 Melbourne