Smart Financial continues to grow, and we're looking fortwo Key Administratorsto join our Financial Planning team.
This is not a standard administration role.
Our Key Administrators are the operational hub between our advisers, clients, providers and support teams.
They drive advice implementation, manage client engagement, coordinate workflow progression and play a critical role in ensuring great client outcomes.
You'll be aligned with an adviser and become the central point of coordination for their clients, helping ensure advice recommendations are implemented efficiently, accurately and on time.
If you enjoy taking ownership, building relationships and keeping things moving, this role offers genuine career progression within one of the Illawarra's fastest-growing financial advice firms.
The Opportunity
Smart Financial continues to grow, and we're looking fortwo Key Administratorsto join our Financial Planning team.
This is not a standard administration role.
Our Key Administrators are the operational hub between our advisers, clients, providers and support teams.
They drive advice implementation, manage client engagement, coordinate workflow progression and play a critical role in ensuring great client outcomes.
You'll be aligned with an adviser and become the central point of coordination for their clients, helping ensure advice recommendations are implemented efficiently, accurately and on time.
If you enjoy taking ownership, building relationships and keeping things moving, this role offers genuine career progression within one of the Illawarra's fastest-growing financial advice firms.
About Smart Financial
Smart Financial is a privately owned financial advice, lending and accounting group servicing clients across Australia.
Our focus is simple:
Deliver exceptional client outcomes




Build long-term client relationships
Develop great people
Create career pathways within the business
We invest heavily in technology, training and professional development and pride ourselves on maintaining a supportive, workplace culture.
What You'll Be Doing
Advice Implementation & Workflow Management
Manage the end-to-end implementation of financial advice recommendations
Interpret Statements of Advice and implementation requirements
Coordinate advice implementation across providers and internal teams
Monitor progress and proactively follow up outstanding items
Drive adviser accountability and workflow progression
Client Relationship Management
Become a key point of contact for clients
Schedule review and prospect appointments
Keep clients updated throughout the advice process
Manage ongoing service administration requirements
Assist with client enquiries and relationship management activities
Provider & Technical Administration
Liaise directly with superannuation funds, insurers and investment providers
Access provider portals and monitor implementation progressPrepare implementation documentation
Complete ongoing service administration requirements
Assist with complex advice implementation where required
Team Support
Work closely with advisers, paraplanners and administration team members
Assist in mentoring and supporting administration staff




Contribute to process improvements and operational excellence initiatives
About You
You'll likely have experience in:
Financial planning administration
Client services
Practice support
Wealth management administration
Superannuation or insurance operations
We are looking for someone who:
Takes ownership and follows things through
Has exceptional attention to detail
Communicates confidently with clients and providers
Is highly organised and proactive
Thrives in a fast-paced environment
Enjoys solving problems and driving outcomes
Builds strong relationships with both clients and colleagues
Experience & Qualifications
Essential
Previous experience in a client service or administration role
Strong organisational and time management skills
Excellent written and verbal communication skills
Confidence working with multiple systems and providers
Highly Regarded
Experience within financial planning
Experience using Iress Xplan
Experience with personal risk insurances (not required but is highly regarded)
Knowledge of superannuation, insurance and investment products
What We Offer
Competitive salary package
Career progression opportunities
Structured development pathways
Supportive leadership team
Up-to-date office environment
Growing and innovative business
Exposure to a wide range of advice strategies and client scenarios
Why Join Us?
We're not looking for someone to simply process paperwork.
We're looking for professionals who want to become an integral part of the client experience and help drive adviser success.
If you're passionate about financial services, enjoy building relationships and want to be part of a high-performing team, we'd love to hear from you.
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📌 Key Administrator Financial Planning / Senior Client Service Officer (New South Wales)
🏢 Smart Financial
📍 New South Wales