Receptionist/Client Services Officer or Graduate Our client is a boutique financial planning practice based in Dubbo, who is committed to providing high-quality, personalized financial advice to both new and existing clients. The practice is renowned for building genuine, long-term relationships with clients and is seeking to appoint a new experienced Receptionist with administrative skills or a Graduate seeking a long-term career path.

The role will be based at the front office, where you will be the first point of contact for clients, providing a warm and professional welcome while supporting the Financial Advisers and wider team with various administrative tasks required to deliver timely financial advice.

This opportunity could suit someone who is looking to build a career within Financial Planning, with the opportunity to develop their knowledge and experience through ongoing training, mentoring, and support within the practice.

Key responsibilities

Welcoming clients and visitors in a friendly and professional manner

Answering and directing telephone calls

Managing appointments and meeting room bookings

Responding to client enquiries and providing general administrative assistance





Managing incoming and outgoing correspondenceMaintaining client records and ensuring information is handled accurately and confidentially

Supporting the Financial Advisers and broader team with administrative tasks

Assisting with office coordination and general reception duties

Providing an exceptional level of service to our clients

About you

Warm, friendly and genuinely enjoys helping people

Skilled, polished and confident when dealing with clients

Highly organized with excellent attention to detail

Reliable and able to manage competing priorities

A strong communicator with a positive attitude

Comfortable working with technology and learning new systems

Discreet and respectful when handling confidential client information

A team player who is willing to pitch in and support colleagues

Previous experience in reception, administration, financial services, professional services or a client-facing role will be highly regarded

Experience within Financial Planning is advantageous but not essential

If you are career minded, this role offers an opportunity to develop your skills, gain valuable experience in financial planning and build a long-term career pathway. Training is provided along with study support; income is flexible and according to experience.

📌 Receptionist/Client Services Officer or Graduate (Dubbo)
🏢 International Search Partners
📍 Dubbo