Are you an experienced Administrative Professional looking to bring your organisational skills to a thriving boutique practice? Do you take pride in delivering exceptional client service, keeping calendars seamless, and ensuring daily operations run smoothly?

We're a rapidly growing financial advice firm based in the heart of Warners Bay, looking for a highly capable, autonomous individual to join our close-knit team.

Previous experience in financial planning is not required - if you have proven administrative expertise, exceptional attention to detail, and a warm, professional communication style, we will provide full training on our industry software and processes.

About Us

We are committed to empowering our clients to achieve their financial goals through personalised, strategic advice. Our mission is built on trust, integrity, and delivering exceptional service. We pride ourselves on a supportive, collaborative, and forward-thinking work environment where every team member has a voice and contributes to our shared success.

Your Impact:

- First Impressions & Client Care: Serve as the primary, professional point of contact for new and existing client enquiries via phone, email, and front reception desk.

- Calendar & Meeting Coordination: Manage adviser calendars and scheduling software, coordinating appointments, sending client reminders, and preparing meeting rooms.

- Data & Workflow Management: Maintain accurate client records, prepare documentation, and update our practice management software to ensure advisers have everything they need to deliver advice services with efficiency and accuracy.

- Operations and CSO Support: Provide support for our Client Services Officers (CSOs) with operational tasks, including preparing correspondence and liaising with product providers.

- General Office Support: Assist with incoming/outgoing mail, office supplies, and general upkeep to ensure our office runs like clockwork

What We're Looking For:





- Proven Administrative Experience: Demonstrated success in an administrative, practice coordination, or executive support role, including direct client or customer interaction.

- Strong Tech Literacy: Confident proficiency across Microsoft Office / Google Workspace, with the aptitude to quickly pick up new software and CRM platforms.

- High Attention to Detail: Exceptional organisation, proofreading, and data entry standards, with the ability to manage competing priorities calmly.

- Autonomy and Initiative: You take ownership of your tasks, spot what needs doing before being asked, and enjoy solving problems independently.

- Client-Centric Approach: A genuine passion for providing outstanding client service and building robust relationships.

Why Join Us?

- Meaningful Role: As a key member of our small team, your work directly impacts office efficiency, adviser productivity, and the client experience.

- Comprehensive Training & Growth: We provide full on-the-job training in our industry systems, with ongoing professional development opportunities to enhance your skills, with scope to evolve your role as our business expands.

- Collaborative Culture: Work alongside friendly, supportive colleagues in a positive, dynamic office where your insights are valued, and we celebrate our achievements together.

- Work-Life Balance: While our standard hours are 9-5 in our Warners Bay office, we're open to discussing alternative work schedules to accommodate the personal needs of the right candidate.

If you're a highly organised, autonomous, and personable administrative professional looking for a rewarding role in a growing and supportive environment, we encourage you to apply!

Ready to take the next step in your career? We appreciate your keen interest in this role! While we're a busy office, we promise to review every application carefully. Please submit your resume and cover letter, and we'll be in touch with the successful candidates as applications are reviewed.

📌 Administrative Assistant / Receptionist (Warners Bay)
🏢 Newcastle and Lake Financial Planning
📍 Warners Bay