Client Services Officer

An excellent opportunity to join a modern, growing advice practice in the wealth management industry. Your new company
You'll be joining a contemporary financial advice practice committed to delivering high-quality, client-focused wealth and risk solutions. The team culture is supportive, collaborative and dedicated to developing strong career pathways within financial planning.The business uses efficient, tech-enabled systems (including Plutosoft) to streamline processes and allow you to focus on meaningful client work and professional development.
Your new role
Working closely with the advisers in the Adelaide office, you will gain hands-on exposure to real advice workflows and play an integral role in supporting client outcomes.Key responsibilities include:

Preparing documentation for new business applications

Assisting with client review packs, SOAs, ROAs and follow-up tasks

Communicating with clients by phone and email

Maintaining accurate CRM data and recordkeeping

Supporting compliance tasks, including fee consent forms and workflow monitoring

Providing general administrative assistance as required

What you'll need to succeed
You don't need extensive industry experience-just enthusiasm, attention to detail and a willingness to learn. You will bring:

Strong communication and interpersonal skills

Excellent organisation and time-management capabilities

Confidence using technology and modern systems

A proactive attitude and desire to grow within the financial planning sector

Previous office or administrative experience

Desirable (but not essential):

Studies in Finance, Commerce, Economics or similar

Basic understanding of superannuation, investments or insurance

What you'll get in return
This organisation is passionate about developing future advisers and long-term financial services professionals.
You will receive:

Ongoing mentoring from experienced advisers

Opportunities to observe client meetings and strategy discussions

Structured training plans tailored to your career goals

Full study support, including financial planning qualifications

Support to complete your Professional Year (PY) when the time comes

Broad exposure across advice, compliance and client management

This is a genuine career pathway from Client Services Officer to Adviser.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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