Reception/Client services (Financial Planning)

About the role

Byfields Wealth Management is seeking a dedicated and professional Reception/Client Services professional to join our Burswood office. This full-time position is central to our operations, serving as the first point of contact for our clients and acting as a vital support function across our financial planning team. You will be responsible for delivering exceptional client experiences whilst ensuring the smooth administration of our office. This role combines front-of-house reception duties with behind-the-scenes client services support, making it essential to our commitment to maintaining the highest standards of client care in the financial planning industry.

Key responsibilities

• Greeting clients and visitors in a warm, professional manner and managing reception areas to maintain a welcoming environment
• Answering and directing telephone enquiries efficiently and courteously, maintaining client confidentiality at all times
• Scheduling and coordinating client appointments for financial advisers and planners
• Processing new client onboarding documentation and maintaining accurate client records and databases
• Assisting with the preparation of client files and meeting materials for financial planning consultations
• Providing administrative support to financial planners and advisers, including typing, filing and document management
• Handling general office administration tasks including mail distribution, photocopying and ordering office supplies
• Processing client correspondence and ensuring timely communication between clients and advisers
• Contributing to compliance and regulatory requirements by maintaining confidentiality and secure handling of sensitive client information
• Assisting with client enquiries regarding account information, documentation and general financial planning matters

What we're looking for

• Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues
• Strong organisational and time management abilities, capable of managing multiple priorities and meeting deadlines
• Sound computer skills, including Microsoft Office and CRM systems.
• Experience in a reception or client services role, ideally within a financial services or professional services environment
• A professional demeanour with strong interpersonal skills and a genuine commitment to client service
• Attention to detail and accuracy in administrative tasks
• Ability to maintain confidentiality and handle sensitive financial information with discretion
• Flexibility and willingness to support the team across various tasks as required
• A working knowledge of financial services terminology would be advantageous but training will be provided for the right candidate

What we offer

We are committed to providing our employees with a supportive and rewarding workplace. Byfields Wealth Management offers a collaborative team environment and opportunities for professional development within the financial services industry. We value work-life balance and foster a culture where employees can thrive both professionally and personally. As a growing financial planning practice, this role offers the potential to develop your career in a dynamic and professional setting. We provide a supportive induction process and ongoing training to help you succeed in the role.

About us

Byfields Wealth Management is a financial planning and wealth management firm based in Burswood, We are committed to delivering comprehensive financial planning services to our clients, helping them achieve their financial goals and secure their futures. Our team of experienced financial planners and advisers work collaboratively to provide personalised, professional advice. We pride ourselves on our client-focused approach, integrity and commitment to excellence. Byfields Wealth Management is an established practice with a strong reputation for delivering quality financial services and building long-term client relationships.

Apply now

If you are interested in joining Byfields Wealth Management as a Reception/Client Services professional, please submit your CV and a brief cover letter outlining your relevant experience and why you are suited to this role. We look forward to hearing from you.