Client Services - Financial Planning

FINANCIAL PLANNING & WEALTH MANAGEMENT | CLIENT SERVICES

We're speaking with Client Services professionals ready to join growing financial planning teams across Melbourne's CBD, North and Eastern suburbs.

These roles put you at the centre of the advice process, working across insurance, superannuation and investments alongside in-house paraplanners, advisers and support staff.

What you'll be doing

• Helping prepare Statements of Advice and Records of Advice
• Liaising with product providers to gather the information advisers need
• Preparing and lodging client applications
• Keeping client files accurate and compliant
• Handling client queries and working across administration platforms and with fund managers

What you'll bring

• A Bachelor's degree or Diploma of Financial Services (Financial Planning) is preferred
• At least 1 year's experience in a similar Client Services role within financial planning or wealth management
• Solid Microsoft Office skills; Xplan experience is a bonus
• Clear communication and a genuine team player mindset
• A real interest in helping clients reach their financial goals
• Good time management and the ability to juggle competing priorities

What's in it for you

• Direct mentorship from experienced advisers
• Genuine professional development pathways
• A social, supportive team culture
• A competitive package based on your skills and experience

Interested? Send your CV to Sean at Sign in to view email, or apply through the portal.