Add expected salary to your profile for insightsAre you passionate about delivering outstanding client experiences in a financial planning environment? We are seeking a Client Services & Administration Officer to support our advisers and ensure the smooth implementation of financial advice. Based across our Kiama and Nowra offices, this role is ideal for someone who thrives in a client-focused, team-driven environment.About the RoleAs a key member of our team, you will provide high-quality client support and administrative assistance, ensuring all interactions are professional, efficient, and welcoming. Your focus will be on facilitating a seamless client journey, supporting financial strategy implementation, and maintaining accurate records.Key ResponsibilitiesAct as the first point of contact for clients, providing a professional and friendly reception experience.Answer calls, manage inquiries, and handle correspondence with a service-first approach.Schedule and coordinate adviser appointments, ensuring a smooth client experience.Process and oversee the implementation of financial planning strategies, including investments, superannuation, and insurance applications.Prepare, review, and manage client documentation to ensure accuracy and compliance.Build strong client relationships, ensuring their needs are met with care and efficiency.Liaise with financial institutions and stakeholders to progress advice implementation and resolve queries.Maintain accurate client records in Xplan and support compliance processes.Assist with office administration, reporting, and workflow coordination.About YouTo succeed in this role, you will bring:A strong client-first mindset with a commitment to delivering excellent service.Experience in reception, administration, client services, or financial planning support (financial services experience preferred).Proficiency in Microsoft Office 365 (Word, Excel, Outlook).Familiarity with Xplan, DocuSign, Trello, and Microsoft Copilot (or a willingness to learn).Strong communication and relationship-building skills.Excellent attention to detail, organisation, and time management.A proactive approach with the ability to adapt and improve processes.Flexibility to work across both Kiama and Nowra offices as required.Why Join Us?Supportive and collaborative team environment.Career development opportunities within financial planning.Competitive salary package based on experience.Flexible working hours for the right candidate.Work in a beautiful South Coast location with a strong client-focused culture.If you are looking for a rewarding role where you can make a meaningful impact while supporting a dynamic financial planning team, we would love to hear from you.Apply now with your resume and a cover letter outlining why you are the ideal candidate for this position.
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