Client Services Officer | Full-time or Part-time available

Permenant or part-time available, Fun working environment with great culture, Convient office location - great parking available.

Our client is a successful financial planning firm going through a period of growth. They provide full service, holistic advice, and value building quality relationships with their clients. They are looking to expand their team and bring on an experienced Client Services Officer / Adviser Support to assist and support their advisors.

As a Client Services Officer, you will work closely with the other members of their support team and their advisors. You will also have exposure to clients and a range of Government organisations. Your responsibilities will include:

  • ADHOC duties for the Directors, General Manager, and advisors.
  • Record of Advice documents.
  • Research.
  • Statement of Advice documents.
  • Quotes.
  • Advisor applications.
  • Client review documents.
  • General administration duties.


  • Diploma of Financial Planning.
  • Willingness for further studies (to meet FASEA requirements).
  • Experience within the financial planning industry, preferably with a minimum of 2-3 years' experience in a similar role.
  • Working knowledge of insurance and superannuation, and deep understanding of compliance frameworks and regulations.
  • Able to work and stay motivated individually, as well as thrive in a team environment.
  • Willing to learn and take direction.


  • Attractive salary.
  • Career progression, plus support with educational requirements.
  • Work-life balance.
  • On the job training and development will be provided.
  • Enjoyable and rewarding workplace culture.

This is a great opportunity, as there is the option to work full-time or if you're looking for something a little more flexible, there is the option to work part-time. The part-time offer is 25 hours per week, around selected days.

21/07/2020 $0 Newcastle, Maitland & Hunter 1 Banking & Financial Services
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