Become a Financial Planner - CSO Role With Clear Pathway!

Lawson Elliott Recruitment; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Full study support

Mentorship and training

Modern tech stack & AI tools

Regular social events

Job summary

Lawson Elliott Recruitment is helping a locally founded financial practice recruit a Client Service Officer to support Advisers and the Executive team. You will help manage client workflows, assist with financial planning tasks, and gain exposure to advisory, accounting, and estate planning matters.

You will benefit from tailored mentorship, hands-on experience and ongoing professional development as you progress toward a Financial Planner role.

Qualifications

• 1-3 years’ experience in a financial planning firm
• Strong communication and interpersonal skills
• Excited to progress to financial planner
• Excellent organisational and time management abilities
• Mentoring others and collaborating within a team

Responsibilities

• Manage Advisers' diaries, appointments, and inboxes
• Prepare meeting agendas, client review packs and correspondence
• Serve as a key contact for clients (portfolio ~300)
• Prepare and process new business applications and implement advice
• Assist with SOA preparation and compliance documentation
• Maintain accurate client records in CRM and practice systems
• Coordinate with platforms, fund managers and third parties
• Provide broader admin and executive support to Advisory and Executive teams

Skills

Communication

Interpersonal skills

Mentoring

Team collaboration

Education

CA/CPA/IPA/CTA study support

Tools

Xplan

Xero

XPM

BGL

CAS360

Job description

Become a Financial Planner - CSO Role With Clear Pathway!

Clear Pathway to Financial Planner | Full Study Support | Excellent Training

This locally founded firm has grown from humble beginnings of just two people to a longstanding and growing team of 18 permanent staff. Offering a full 360-degree approach to their clients across financial planning and accounting, they provide a genuinely integrated service and work closely with clients throughout all stages of their financial journey.

With a strong focus on their people, the firm has created a supportive and enjoyable environment where employees genuinely enjoy coming to work. This people-first approach extends to their clients, with over 90% of the firm’s growth coming through referrals, a strong reflection of the relationships they build and the service they provide.

They are now seeking a Client Service Officer to provide dedicated support to their Advisers and Executive team. Working closely with the advisory and administration teams, you will be the first point of contact for clients and play a key role in ensuring the smooth day-to-day running of the practice. You will support Advisers across a diverse client base, gaining valuable exposure to financial planning, accounting, succession planning and estate planning matters.

This is an excellent opportunity for someone looking to build a long-term career in financial planning, with a clear pathway into a Financial Planner role. You will be supported through tailored mentorship, hands-on experience and ongoing professional development as you progress your career.

Some of your key responsibilities will include:

Managing Advisers' diaries, appointments, and inboxes, ensuring priorities are well organised

Preparing meeting agendas, client review packs, and correspondence ahead of client appointments

Acting as a key point of contact for clients (portfolio of around 300 clients), handling queries and coordinating documentation requests

Preparing and processing new business applications, and managing the implementation of advice

Assisting with the preparation of Statements of Advice (SOA) and supporting compliance documentation

Maintaining accurate client records within the CRM and practice management systems

Liaising with platforms, fund managers, and other third parties on behalf of clients and advisers

Providing broader administrative and executive support to the Advisory and Executive team as required

To be considered for the exceptional opportunity, you will:

Have 1-3 years’ experience in a financial planning firm

Strong communication and interpersonal skills

Be excited to progress your career through to financial planner

Excellent organisational and time management abilities

Enjoy mentoring others and working collaboratively within a team

Some of the key benefits the firm offers include:

Full support for CA/CPA/IPA/CTA study and membership including exam leave

Support for your professional year including mentorship and guidance

Modern tech stack (Xplan, Xero, XPM, BGL, CAS360) plus openness to AI-assisted tools

Regular social events including EOFY celebrations and Christmas party

Clear progression through the financial planner