CPB Financial Services has been advising Adelaide retirees and pre-retirees for over 30 years. We’re a privately owned practice with our own in-house licensee, looking after around 800 client families from our Port Adelaide office. Continued growth and internal promotion mean we need another Client Service Administrator to join our small, experienced team.

What you'll do

- Implement advice: prepare and lodge super, pension and investment applications, rollovers and transfers

- Prepare review documents and support advisers before and after client meetings

- Manage ongoing fee arrangements, renewals and consent documentation

- Keep client records accurate and up to date in our Plutosoft CRM system

- Be a first point of contact for clients by phone and email

What we’re looking for

- Experience in a financial planning client services role, with Plutosoft, Xplan or similar platform experience highly regarded. If you’re not from the industry but bring strong admin experience from a regulated environment (super, banking, insurance, accounting), we’ll train you.





- High accuracy and attention to detail

- Explicit, courteous communication with our clients, superannuation funds and other stakeholders

- Strong organisational skills to manage multiple advisers’ workloads and priorities

- Solid Microsoft Office skills

Why CPB

- Genuine career progression: this role is open because of an internal promotion

- Stable, long-established practice with a loyal client base

- Small team where your work is visible and valued

- Flexible hours in line with business needs - will consider part-time for the right candidate

To apply, email your resume and a short cover letter to [email protected] outlining your client service experience and which systems you’ve used. Applications close COB Monday 23 November 2026. All applications will be acknowledged and treated confidentially. The successful candidate will need a current national police check and Australian working rights. Start date negotiable.

📌 Client Service Administrator - Financial Planning (Port Adelaide)
🏢 CPB Financial Services
📍 Port Adelaide