• Acting as the first point of contact for client enquiries and managing incoming calls
• Coordinating client meetings, preparing documentation, and managing follow‑up tasks
• Supporting advisers with pre‑ and post‑meeting documentation and communications
• Implementing advice, including account setup, investment switches, purchases and insurance applications
• Preparing execution-only RoAs and assisting with SoA/RoA implementation plans
• Maintaining accurate client information and SMSF administration activities
• Liaising with fund managers, platform providers, insurers, accountants, and legal partners
• Ensuring all activities adhere to compliance and AFSL requirements
• Updating XPLAN regularly and supporting continuous process improvement
• Contributing positively to the team and assisting with onboarding new staff

• Undergraduate degree in finance or business (preferred)
• Minimum 2 years’ experience in client services within a small–mid-sized financial planning firm
• Proficiency with Microsoft Office and database systems
• Experience using XPLAN (highly desirable)

• Excellent verbal and written communication skills
• Strong interpersonal skills and ability to build genuine client relationships
• High level of accuracy, organisation, and time management
• Strong understanding of compliance obligations
• Ability to adapt to changing responsibilities
• High integrity, strong work ethic and a proactive mindset

• Permanent working rights in Australia
• Valid Police Check
• Current Driver’s Licence

• A supportive and collaborative team environment
• Opportunities for ongoing professional development
• Exposure to a wide range of financial planning functions
• A stable, permanent position with long‑term career potential

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 on your career.