About the role

As a Client Services Officer (Financial Planning) you will play an important role in delivering an exceptional client experience and supporting the efficient implementation of financial advice strategies. You will work closely with both clients and the Financial Adviser to ensure advice recommendations are implemented accurately, and client outcomes are achieved.

Key responsibilities

- Act as a first point of contact for client enquiries and provide exceptional customer service

- Manage client appointment scheduling and meeting coordination

- Assist with the implementation of financial advice recommendations

- Prepare and lodge applications for superannuation, pensions, investments and personal insurance

- Manage insurance applications, superannuation rollovers and investment administration

- Liaise with product providers, fund managers, insurers and other stakeholders

- Follow up outstanding applications and processing requirements through to completion

- Prepare documentation and review packs for client meetings

- Assist clients with Centrelink-related enquiries, administration and liaison

- Maintain accurate client records and database information within Xplan

About you

- Excellent written and verbal communication skills

- Strong organisational skills with the ability to prioritise multiple tasks and meet deadlines

- High attention to detail and accuracy
- A proactive and solutions-focused approach

- Strong Microsoft 365 skills, including Outlook, Word and Excel

- Experience using Xplan (preferred but not essential)





- A genuine passion for providing outstanding client service
- The ability to work independently while contributing positively to a team environment
- A willingness to learn and stay current with industry developments and regulatory requirements
- A positive, professional and client-focused attitude

Benefits

- Adaptable part-time working arrangements, including school-hours if necessary
- A supportive, friendly and collaborative team culture

- Ongoing training and professional development opportunities

- Exposure to all areas of financial planning administration and advice support
- A modern, technology-enabled advice practice

- Opportunities to further develop your skills and industry knowledge

- Direct exposure to all aspects of financial advice implementation and client service

- Competitive remuneration based on experience and industry knowledge
- The opportunity to build a long-term career within the financial planning profession

About us

Cherry Wealth is a boutique financial planning practice based in Croydon, Victoria. We are committed to helping individuals and families build, protect and enjoy their wealth through tailored financial advice and exceptional ongoing service. We provide holistic advice across retirement planning, superannuation (including SMSFs), investments, personal insurance and wealth creation strategies.

Our focus is on building long-term relationships and delivering exceptional outcomes for our clients through personalised advice, skilled expertise and genuine care.

📌 Client Services Officer (Financial Planning) - Part Time (Croydon)
🏢 Cherry Wealth
📍 Croydon