Client Relations Officer (Financial Planning)

Fiducian Financial Services; Canberra; On-site; AUD 60,000 - 90,000; Full time

Job summary

Fiducian Financial Services in Canberra is seeking a Client Relations Officer to support our financial planning advisers, coordinating client engagements, onboarding, and pre-meeting preparation.

You will be the first point of contact for clients, delivering exceptional service and maintaining CRM records, while working in our Deakin office. This is a full-time role with an immediate start for the right candidate.

Qualifications

• Experience in financial planning, banking, insurance, or professional services is highly regarded.
• Excellent verbal and written communication skills.

Responsibilities

• Coordinate and schedule ongoing client review meetings to keep adviser calendars full and organised.
• Act as a primary point of contact for clients regarding appointments, enquiries, and service requests.
• Manage new client enquiries and assist with onboarding processes.
• Allocate incoming client requests to the appropriate adviser.
• Prepare meeting documentation, file notes, and pre-meeting requirements.
• Follow up information requests and maintain proactive communication with clients and advisers.
• Ensure client records and CRM information are accurate and up to date.
• Identify upcoming client needs and service opportunities with advisers.
• Assist with diary management, meeting confirmations, and appointment reminders.
• Maintain high standards of client service and satisfaction.

Skills

Verbal & written communication

Interpersonal skills

Time management

Multitasking

Professional presentation

Teamwork

Proactive attitude

Empathy

Open communication

Tools

CRM systems

Microsoft Office

Job description

Client Relations Officer (Financial Planning)

As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate.

About The Role:

Working in our offices in Deakin, as part of our close knit team of Client Service Officers, we are seeking a highly organised and personable Client Relations Officer to support our financial advisory team. This role is primarily client-facing and will assist advisers by managing client engagement, review meeting coordination, new client onboarding, and pre-meeting preparation.

You will be the first point of contact for many client interactions and play a key role in delivering an exceptional client experience.

About The Right Person:

We will provide training, however previous experience in a Financial Planning firm or professional services is highly regarded. In return we are seeking someone who is well presented and articulate, with aprofessional“can-do” attitude and appearance, who is pro-active, friendly and outcome-focused.

Key Responsibilities

• Coordinate and schedule ongoing client review meetings to ensure adviser calendars remain full and organised.
• Act as a primary point of contact for clients regarding appointments, enquiries, and service requests.
• Manage new client enquiries and assist with client onboarding processes.
• Allocate incoming client requests and opportunities to the appropriate adviser.
• Prepare meeting documentation, file notes, OSA documentation, and other pre-meeting requirements.
• Follow up outstanding information requests and maintain proactive communication with clients and advisers.
• Ensure client records and CRM information are accurate and up to date.
• Work closely with advisers to identify upcoming client needs and service opportunities.
• Assist with diary management, meeting confirmations, and appointment reminders.
• Contribute to maintaining a high standard of client service and client satisfaction.

Skills & Experience

• Excellent verbal and written communication skills.
• Strong interpersonal skills and confidence speaking with clients over phone, email, and in person.
• Professional presentation and a positive attitude.
• Strong organisational and time management abilities.
• Ability to multitask and manage competing priorities.
• High attention to detail.
• Experience within financial planning, banking, insurance, or professional services is highly regarded.
• Proficiency in Microsoft Office and CRM systems.
• Treat clients and colleagues with professionalism, courtesy, and respect.
• Demonstrate empathy and genuine care when dealing with clients.
• Maintain a positive and team-oriented attitude.
• Take ownership of tasks and follow through on commitments.
• Communicate openly and proactively.
• Be adaptable and willing to assist the broader team when required.
• Maintain confidentiality and professionalism at all times.
• Show initiative and continuously look for ways to improve client experiences.

This office-based, full-time position is available for an immediate start for the right candidate. We thank you for your considered application.