Smart Financial continues to grow, and we're looking for two Key Administrators to 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 OpportunitySmart Financial continues to grow, and we're looking for two Key Administrators to 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 FinancialSmart Financial is a privately owned financial advice,



lending and accounting group servicing clients across Australia.Our focus is simple:Deliver exceptional client outcomesBuild long-term client relationshipsDevelop great peopleCreate career pathways within the businessWe invest heavily in technology, training and professional development and pride ourselves on maintaining a supportive, workplace culture.What You'll Be DoingAdvice Implementation & Workflow ManagementManage the end-to-end implementation of financial advice recommendationsInterpret Statements of Advice and implementation requirementsCoordinate advice implementation across providers and internal teamsMonitor progress and proactively follow up outstanding itemsDrive adviser accountability and workflow progressionClient Relationship ManagementBecome a key point of contact for clientsSchedule review and prospect appointmentsKeep clients updated throughout the advice processManage ongoing service administration requirementsAssist with client enquiries and relationship management activitiesProvider & Technical AdministrationLiaise directly with superannuation funds, insurers and investment providersAccess provider portals and monitor implementation progressPrepare implementation documentationComplete ongoing service administration requirementsAssist with complex advice implementation where requiredTeam SupportWork closely with advisers,



paraplanners and administration team membersAssist in mentoring and supporting administration staffContribute to process improvements and operational excellence initiativesAbout YouYou'll likely have experience in:Financial planning administrationClient servicesPractice supportWealth management administrationSuperannuation or insurance operationsWe are looking for someone who:Takes ownership and follows things throughHas exceptional attention to detailCommunicates confidently with clients and providersIs highly organised and proactiveThrives in a fast-paced environmentEnjoys solving problems and driving outcomesBuilds strong relationships with both clients and colleaguesExperience & QualificationsEssentialPrevious experience in a client service or administration roleStrong organisational and time management skillsExcellent written and verbal communication skillsConfidence working with multiple systems and providersHighly RegardedExperience within financial planningExperience using Iress XplanExperience with personal risk insurances (not required but is highly regarded)Knowledge of superannuation, insurance and investment productsWhat We OfferCompetitive salary packageCareer progression opportunitiesStructured development pathwaysSupportive leadership teamModern office environmentGrowing and cutting-edge businessExposure to a wide range of advice strategies and client scenariosWhy 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