_{31st March, 2026}

Are you an experienced Client Services Officer looking to join a supportive boutique financial planning firm where your work makes a real impact? This is an excellent opportunity to be part of a close-knit team based in Glenelg, working alongside highly regarded advisers who provide personalised, client-first financial advice.

About the Firm
Our client is a well-established boutique financial planning business with a strong reputation for delivering quality advice and building long-term client relationships. With a focus on integrity, service, and technical excellence, the firm offers a professional yet down-to-earth culture where staff are genuinely valued.

The Role
As a Client Services Officer, you’ll play a vital role in supporting the advisers and ensuring a seamless client experience. This role would suit someone with strong organisational skills, a keen eye for detail, and prior experience in financial planning administration.

Key Responsibilities:

• Manage client onboarding, implementation, and ongoing service requirements.
• Prepare client review documentation and liaise with advisers to ensure all meetings run smoothly.
• Process applications for investments, insurance, and superannuation.
• Maintain accurate client records and compliance documentation (Xplan experience desirable).
• Be the first point of contact for client queries, ensuring a friendly and professional experience.
• Liaise with product providers and other stakeholders to follow up applications and resolve queries.

About You:

• Previous experience in a Client Services / Administration role within financial planning.
• Strong knowledge of financial planning processes, compliance, and products.
• Proficient in Microsoft Office; Xplan knowledge highly regarded.
• Highly organised with excellent attention to detail.
• Strong interpersonal and communication skills – client-focused and approachable.
• Team player with a proactive attitude and willingness to support others.

What’s on Offer:

• Join a boutique, supportive firm where your contribution is truly valued.
• Work with a friendly and collaborative team based in Glenelg.
• Competitive salary package, reflective of your experience.
• Opportunity for growth and development within a professional financial planning environment.

If you’re looking for a role where you’ll be more than just a number and want to be part of a team that values professionalism, client care, and work-life balance, we’d love to hear from you.

Apply For Job