Part-time support role for delivering client services, coordinating service requirements and ensuring a seamless client experience.
Join a trusted, family-focused financial planning business where relationships matter.
Review Financial Group is a boutique financial planning practice committed to delivering exceptional advice and personalised service to our clients. We pride ourselves on our supportive culture, strong client relationships and collaborative team environment.
We are seeking an experienced and motivated Client Services Officer to become an integral part of our team. This role is ideal for someone who enjoys working closely with advisers and clients, thrives in a fast-paced environment, and takes pride in delivering outstanding client outcomes.
About the Role
As Client Services officer, you will be responsible for supporting the end-to-end implementation of advice recommendations, maintaining client records, coordinating service requirements and ensuring a seamless client experience.
You will work closely with the adviser, clients and product providers to help deliver high-quality financial advice and ongoing service.
Key Responsibilities
Advice Implementation
- Greet Clients when they arrive in the office
- Prepare all application forms and third party correspondence for new and existing clients subject to a briefing from the Adviser
- Implement financial advice investment recommendations for clients
- Liaise with retail super funds to accurately obtain and record information on a client’s account to assist the Adviser prepare strategic advice
- Manage Annual Advice Agreements
- Preparation of documentation to support strategy development
- Prepare and process application paperwork and digital documentation.
- Liaise with platforms, insurers, superannuation funds and product providers.
- Track advice implementation and ensure timely completion of all outstanding tasks.
- Coordinate adviser and client signatures using electronic document systems.
Xplan Administration
- Maintain accurate and up-to-date client records within Xplan.
- Manage workflows, tasks and client review schedules.
- Update client details, strategies, compliance notes and file records.
- Assist with reporting, data integrity and administrative processes.
Client Service Agreement Management
- Manage ongoing service agreements and annual renewal processes.
- Monitor service eligibility and client engagement requirements.
- Coordinate fee consent and ongoing advice documentation.
- Assist in maintaining compliance with regulatory and licensee requirements.
Client Relationship Management
- Serve as a key point of contact for clients.
- Build robust, professional relationships with clients and stakeholders.
- Coordinate review meetings and adviser diaries.
- Respond to client enquiries promptly and professionally.
- Deliver a high standard of client care throughout the advice journey.
Practice Operations & Administration
- Support advisers with day-to-day administrative and operational needs.
- Assist in preparing client meeting documentation and review packs.
- Manage incoming correspondence and follow-up activities.
- Contribute to business improvement initiatives and workflow efficiencies.
- Assist with compliance and record-keeping requirements.
About You
To be successful in this role, you will have:
- Previous experience in a Client Services Manager, Financial Planning Assistant or Practice Support role.
- Experience working within a financial planning practice.
- Working knowledge of Xplan.
- Understanding of advice processes.
- Excellent organisational and time management skills.
- High attention to detail and accuracy.
- Outstanding communication and relationship-building skills.
- Ability to manage multiple priorities in a fast-paced environment.
- A positive, proactive and team-oriented attitude.
Desirable
- Knowledge of superannuation, insurance and investment products.
- Experience managing Client Service Agreements and Fee Consent requirements.
- RG146 qualification (or willingness to obtain).
Why Join Review Financial Group?
- Join a genuinely supportive and close-knit family business.
- Work with a loyal and growing client base.
- Enjoy a collaborative and positive workplace culture.
- Opportunity to develop your career within financial advice.
- Be valued as a key member of a professional and respected team.
- Competitive remuneration based on experience.
Apply Now
If you are passionate about delivering exceptional client experiences and want to be part of a business that genuinely cares about its clients and people, we'd love to hear from you.
Apply today and become part of the Review Financial Group family.