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
Versatile 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, professional expertise and genuine care.
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📌 Client Services Officer (Financial Planning) - Part Time (Melbourne)
🏢 Cherry Wealth
📍 Melbourne