Financial Planning Client Services Administrator

Reference Number:
$55000 to $70000
Work Type:
  • High performing team environment
  • Excellent Training & Development
  • Support a team of our highly driven financial planners

My client is a successful boutique financial planning practice located in Melbourne.  An exciting and highly rewarding opportunity has arisen for a Client Services Officer to join the team on a permanent basis. The purpose of this role is to provide high quality client services support and assistance to Advisers in administering and delivering client outcomes.
The Role:

The role of Client Service Officer will see you as the first point of contact for clients; your focus will be on maintaining and developing new and existing client relationships, as well as providing implementation and administrative support to the advisory team.  You must have the ability to work autonomously, have excellent diary management Skills and a genuine desire to build a career within Wealth Management.
Duties include:
  • Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face 
  • Liaise with clients and implement Advisers directions efficiently and accurately
  • All areas of general office, administration and implementation support
  • Develop and document internal office policies and procedures
  • Ensure client files are complete and compliant with legislation and licensee standards
  • Provide consultation and support in the preparation of Statement of Advice and Record of Advice documents
About You: 
- Previous experience in a similar role
- RG146 qualification 
- Enjoy doing admin and customer service work
- Organised with excellent communication skills
To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Superannuation and Wealth Management sector, please contact Paul Zantuck on 03 8637 7320 or email your resume to
Date Posted:
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Consultant contact details

Consultant name: 03 8637 7320

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