EARN $75,000 - $85,000 + Super | Based On Experience

Join A Boutique Financial Planning Practice In Canberra

Professional Development & Career Growth | Office-Based Role

About The Company

Our client is a boutique financial planning practice based in Canberra CBD, dedicated to helping individuals and families build, protect, and grow their wealth. With a robust reputation for personalised advice and exceptional client service, the business prides itself on building long-term relationships and delivering tailored financial solutions.

Operating within a supportive and collaborative team environment, the practice offers genuine career development opportunities for someone looking to establish a long-term career in financial services.

About The Chance

The primary purpose of this position is to provide administrative support to the financial planning team while delivering a professional and welcoming experience for clients.

Some of your responsibilities will include:
Greeting clients and assisting with general enquiries
Answering incoming phone calls and responding to emails
Coordinating appointments and managing adviser calendars




Preparing client documentation and correspondence
Maintaining and updating client records and files
Supporting the administration team with day-to-day office tasks

About You

The successful candidate will have:
Experience in financial planning or accounting administration
Professional presentation and client-focused approach
Excellent communication and interpersonal skills
Solid organisational skills and attention to detail
Ability to work collaboratively within a small team
Positive attitude with a willingness to learn

What's in it for You?
Full Training & Ongoing Career Development
Supportive, Friendly & Relaxed Team Culture
Monthly Team Celebrations & Social Events
Long-Term Career Progression Opportunities
Canberra CBD Location Near Public Transport
Cafés & Amenities Within Walking Distance
Full-Time Role With Immediate Start

Apply today and don't miss out on starting this opportunity as soon as possible!

Apply Now

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📌 Client Services Administrator Canberra
🏢 Important Company of the Sector
📍 Canberra