office photo

Senior Client Services Officer

  • Newcastle West Location – fantastic contemporary work space
  • Professional and friendly team environment
  • Work Life Balance, fun plus 6 weeks Annual Leave!

Want to work in a business that will truly value you and your contributions? Do you have strong client servicing experience in the financial planning industry to offer the right employer? Do you love working with passionate and talented people that are genuinely committed to exceeding client service expectations?  Want to balance your work and your life with an awesome 6 weeks annual leave per year? Read on….

This exceptional opportunity will see you working within the Financial Planning specialty of our professional, unique and growing workplace which also offers Accounting, Law and Coaching advice and services.

Reporting to the Operations Manager, you will be responsible for delivering the full range of client servicing activities.  Working closely with one of our Financial Advisors to support a defined client group, you will provide exceptional client servicing support and administration. Specifically, your role will include implementing complex advice recommendations, preparing client review reports and recommendations, ensuring compliance and accuracy of files, liaising with product providers, paraplanners and other third parties and undertaking research into investment and insurance products.

An excellent communicator, you will have a minimum of 3 years’ experience in client servicing in the financial planning industry, contemporary industry knowledge of client servicing practices and processes and be an accurate touch typist.  Ideally, you will also be progressing toward attainment of a Diploma of Financial Planning. You will demonstrate excellent organisational ability and attention to detail, have a highly professional approach to your work and enjoy delivering focussed client care in a close knit team environment.

You will also bring capability in the use of financial planning software as well as knowledge or experience of SMSF administration and the preparation of simple SOA’s and ROA’s. You will love to learn and grow and adapt and contribute to exceptional client outcomes and a strong team environment.

The position will be offered on a full time basis with a span of hours of 8.30am – 5.00pm or 9.00am – 5.30pm.  That said, we will consider whether we can offer a flexible individualised arrangement of work hours for the right person!

This is a great opportunity to join a well-established business who believes that work/life balance is crucial, is small enough to be flexible but large enough to offer long term security and truly believes that its people are the core of its success.

Download a Position Description and find out more about us at

We would love to hear from you.  APPLY NOW. Or call our HR Consultant Colette Simon on 0402 636 553 for a confidential discussion or email your application to

Leave a Reply

Your email address will not be published. Required fields are marked *

Rethink your possibilities.