Administration & Client Services Assistant

Perth – North of the River
Financial Planning | Full time | $65,000–$80,000 + super | Parking provided

Are you a bright, capable administrator who takes pride in getting things done properly, enjoys being part of a busy team and is keen to develop new skills?

Our client is a well-established independent financial advice firm based in Perth's northern suburbs. They have a small, experienced team with long-tenured employees, high professional standards and a growing client base.

They are looking for a reliable, proactive and detail-oriented administrator with at least three years' experience who is happy to roll up their sleeves and support the team with everything from everyday office tasks to more complex client administration.

This is an excellent opportunity for someone who enjoys administration, is eager to learn and would like to build a long-term career in financial planning operations.

The Role

Initially, you will focus on keeping the office running smoothly and providing general administrative support to the advisers and client services team.

Your responsibilities will include:

- Preparing meeting rooms, welcoming clients and ensuring the office is always tidy and presentable

- Helping with everyday office tasks, including keeping the kitchen clean and tidy and making sure everything is ready for the next day

- Scanning, filing, document management and maintaining accurate client records

- Coordinating meetings and preparing client documentation

- Supporting advisers and the client services team with general administration

- Taking initiative to identify what needs doing and helping wherever required

As you develop in the role, you will be trained in the more technical aspects of financial planning administration, including:

- Preparing Annual Reviews and obtaining relevant documentation for meetings

- Implementing financial advice and assisting with client transactions

- Preparing and processing detailed documentation

- Liaising with clients, insurers, superannuation funds and investment providers

- Maintaining accurate records and managing workflows in Xplan





- Following detailed procedures to ensure client instructions are implemented accurately and efficiently

This work can be complex and requires a high level of accuracy, patience and attention to detail. With training and experience, you will develop valuable specialist skills and become an important part of the financial planning process.

About You

Our client is looking for someone with a positive attitude, a strong work ethic and a genuine interest in developing their administrative skills.

You will bring:

- At least three years' experience in an administration or office support role

- A university degree will be highly regarded, although it is not essential

- Excellent attention to detail and a methodical, organised approach to work

- A bright, enquiring mind and the ability to learn new systems and processes

- Initiative and the confidence to take responsibility without needing constant direction

- A willingness to follow established procedures and check your work carefully

- Strong communication skills and a professional, friendly manner with clients

- Resilience, adaptability and the ability to respond constructively to feedback

- Confidence using Microsoft Office and learning new technology

- A genuine willingness to help with the small everyday jobs that keep an office running smoothly

Just as importantly, you will be someone who:

- Enjoys being busy and contributing to a team

- Takes pride in doing even the simplest tasks well

- Is comfortable working in an environment with high standards and clear expectations

- Doesn't take feedback personally and is keen to keep improving

- Is happy to ask questions, follow processes and take ownership of getting things right

- Finds satisfaction in accurate, well-organised work

Previous financial planning experience is appreciated but not required.



Our client is more interested in finding the right person with the right attitude, aptitude and administrative experience.

Career Development

While this is initially a junior support role, there is a genuine chance to develop a rewarding career in financial planning administration.

You will receive training in the specialist systems, processes and implementation work that support the delivery of financial advice.

Over time, you could develop into an experienced Client Services Officer, Annual Review Specialist or Implementation Specialist, taking responsibility for increasingly complex client work.

Our client is particularly interested in someone who enjoys administration and sees value in becoming highly skilled in this area, rather than someone primarily looking to move into a financial adviser role.

What's on Offer

- $65,000–$80,000 + super, depending on experience

- Parking provided and office close to a train line

- A stable, established and growing business

- A small, experienced team with long-serving employees

- Comprehensive on-the-job training in financial planning administration

- The opportunity to develop valuable specialist skills and build a long-term career

- Flexibility to work one day per week from home once established in the role

About Our Client

Our client is an independent financial advice firm focused on building long-term client relationships and delivering high-quality, personalised financial advice.

It is a busy, professional office where everyone contributes, attention to detail matters and the team takes pride in doing things properly.

For the right person, this is an opportunity to become a valued member of a close-knit team and develop a career in an interesting and specialised area of administration.

How to Apply

If you are an experienced administrator who enjoys being organised, takes initiative and is keen to learn, we would love to hear from you.

Please include a short note with your application telling us:

1. Why this role appeals to you.

2. An example of a time when your attention to detail helped prevent an error or solve a problem.

Apply via SEEK or email Louise Leecy at ••••@mindandco.com.au.

📌 Administrative & Client Services Assistant - Financial Planning (Stirling)
🏢 Evolve Wealth Management
📍 Stirling