Clear Pathway to Financial Planner | Full Study Support | Excellent Training
This locally founded firm has grown from humble beginnings of just two people to a longstanding and growing team of 18 permanent staff. Offering a full 360-degree approach to their clients across financial planning and accounting, they provide a genuinely integrated service and work closely with clients throughout all stages of their financial journey.
With a strong focus on their people, the firm has created a supportive and enjoyable environment where employees genuinely enjoy coming to work. This people-first approach extends to their clients, with over 90% of the firm’s growth coming through referrals, a strong reflection of the relationships they build and the service they provide.
They are now seeking a Client Service Officer to provide dedicated support to their Advisers and Executive team. Working closely with the advisory and administration teams, you will be the first point of contact for clients and play a key role in ensuring the smooth day-to-day running of the practice. You will support Advisers across a diverse client base, gaining valuable exposure to financial planning, accounting, succession planning and estate planning matters.
This is an excellent opportunity for someone looking to build a long-term career in financial planning, with a clear pathway into a Financial Planner role. You will be supported through tailored mentorship, hands-on experience and ongoing professional development as you progress your career.
Some of your key responsibilities will include:
Managing Advisers' diaries, appointments, and inboxes, ensuring priorities are well organised
Preparing meeting agendas, client review packs, and correspondence ahead of client appointments
Acting as a key point of contact for clients (portfolio of around 300 clients), handling queries and coordinating documentation requests
Preparing and processing new business applications, and managing the implementation of advice
Assisting with the preparation of Statements of Advice (SOA) and supporting compliance documentation
Maintaining accurate client records within the CRM and practice management systems
Liaising with platforms, fund managers, and other third parties on behalf of clients and advisers
Providing broader administrative and executive support to the Advisory and Executive team as required
To be considered for the exceptional opportunity, you will:
Have 1-3 years’ experience in a financial planning firm
Strong communication and interpersonal skills
Be excited to progress your career through to financial planner
Excellent organisational and time management abilities
Enjoy mentoring others and working collaboratively within a team
Some of the key benefits the firm offers include:
Full support for CA/CPA/IPA/CTA study and membership including exam leave
Support for your professional year including mentorship and guidance
Modern tech stack (Xplan, Xero, XPM, BGL, CAS360) plus openness to AI-assisted tools
Regular social events including EOFY celebrations and Christmas party
Clear progression through the financial planner
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