Client Service Officer - Wealth Advisory

Client Service Officer - Wealth Advisory

This is an opportunity to join the Wealth Advisory division of a highly regarded Chartered Accounting firm that has built a strong reputation for professional advice, exceptional client service and a genuinely supportive culture. Working alongside experienced Advisers and a collaborative team, you will play a key role in delivering a seamless client experience while developing your own career within financial advice.

This role will suit an experienced Client Service Officer who enjoys building relationships, takes pride in their work and is looking for a long-term career pathway. With structured mentoring and exposure to all aspects of the advice process, there is a clear opportunity to progress into an Associate Adviser position within the next 12-18 months.

Key Responsibilities:

• Coordinating client appointments and managing adviser schedules
• Preparing Investment Reviews and Records of Advice (ROAs)
• Implementing and administering client investment portfolios
• Liaising with clients, fund managers, platforms and product providers regarding portfolio matters and enquiries
• Maintaining accurate client records within Xplan
• Processing investment transactions through platforms and brokers
• Collecting and preparing documentation for tax reporting purposes
• Supporting multiple Advisers across the business with ongoing client needs
• Assisting with the end-to-end advice process and client review cycle

In return, you will join a family-friendly business that genuinely values work-life balance and professional development. Following probation, you will have the flexibility to work from home two days per week, while spending the remaining three days in a vibrant office environment with over 100 staff. The firm offers a welcoming and social culture, strong leadership and a collaborative team environment where people enjoy coming to work.

Most importantly, this role offers a genuine career pathway. For someone looking to build a long-term future in financial planning, there is the opportunity to develop into an Associate Adviser role within the next 12-18 months, supported by experienced mentors and ongoing professional development.

About You:

To be successful, you will have experience in a Client Service Officer, Wealth Administrator or similar financial planning support role. You will be confident managing competing priorities, have strong attention to detail and take ownership of your work.

• You will also bring:
• Previous experience within a financial planning or wealth management environment
• Strong working knowledge of Xplan
• Excellent communication and relationship-building skills
• A proactive and solutions-focused approach
• High levels of organisation and attention to detail
• The ability to work independently while remaining a strong team contributor
• A sound understanding of the financial planning process
• A relevant degree or equivalent industry experience

If you are looking for a role that offers more than administration and want a genuine pathway into advice, this is an opportunity to join a respected firm where your development will be supported every step of the way.

If you have any questions, please include them in your application, or contact:

Kiera Brown

[email protected]

[0409 598 111](tel:0409 598 111)