Client Service Associate - Financial Planning

RecruiTalent; Melbourne; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Career development

Bonus potential

Mentorship

Job summary

RecruiTalent is assisting a leading Australian wealth advisory client with multiple Melbourne roles. The position focuses on high-touch administration and client service for a high net worth portfolio, working directly with a top adviser to ensure accurate delivery of strategies and ongoing client support.

The role emphasizes onboarding, documentation, advisory support, and efficient operations across Netwealth, IRESS and Xplan platforms, with opportunities for career development within a

Qualifications

• Up to 2 years of client service or administrative support in financial planning or wealth management.
• Bachelor's degree in Financial Planning, Business, or related field is desirable.
• Proficiency in MS Office and exposure to financial advice software such as Netwealth, IRESS or Xplan.

Responsibilities

• Support Adviser in coordinating, delivering, and implementing financial strategies and client advice.
• Manage client onboarding, communications, and documentation for meetings and annual reviews.
• Handle diary management, client meetings, and detailed file notes with follow-ups.
• Execute fund transfers, redemptions, and investment applications across platforms.
• Maintain regulatory documentation and update client databases.
• Identify administrative process improvements to boost team productivity.

Skills

Client service

Time management

Stakeholder communication

Attention to detail

Proactive mindset

Education

Bachelor's degree in Financial Planning/Business

Tools

MS Office (Excel, Word, PowerPoint)

Netwealth

IRESS

Xplan

Job description

Our client is a leading independent wealth advisory firm in Australia, delivering tailored wealth management, investment strategy and advice to high net worth individuals, families, and charitable institutions. Recognised as a premium brand with an uncompromised commitment to quality, integrity, and independence, the firm offers an exceptional environment for driven financial services professionals.

The Position

Opportunities are currently available across both Melbourne (2 roles) and Brisbane (1 role). Offering the chance to work directly alongside one of Australia's top financial advisers, this is fundamentally a high touch financial planning administration and client service role. The successful candidate will act as an operational anchor, ensuring seamless service execution and advice delivery for a high net worth portfolio.

The Role

• Adviser & Client Support: Assisting the Adviser in the coordination, delivery, and implementation of financial strategies and client advice.
• Client Onboarding & Reviews: Managing client communications, onboarding new clients, and preparing documentation for client meetings and annual reviews.
• Meeting & Diary Management: Managing complex schedules, coordinating client meetings, and recording detailed file notes with actionable follow-ups.
• Operations & Trading: Executing fund transfers, redemptions, and investment applications across platforms such as Netwealth and IRESS.
• Compliance & Records: Maintaining regulatory documentation (including Investor Certificates, Fee Disclosure Statements, and Renewal Notices) and updating client databases.
• Process Improvement: Identifying administrative efficiencies and maintaining workflow systems to enhance overall team productivity

Skills and Experience

This role is suited to an emerging or experienced administration professional who takes pride in operational precision and delivering exceptional service to clients.

• Experience: Up to 2 years of experience in a client service or administrative support role within financial planning or wealth management.
• Qualifications: Minimum Bachelor's degree (a degree in Financial Planning, Business, or a related field is desirable).
• Technical Skills: Proficiency in MS Office (Excel, Word, PowerPoint) and exposure to financial advice software or trading platforms (e.g., Netwealth, IRESS, Xplan).
• Key Attributes: Strong task and time management skills, high attention to detail, a proactive mindset, and excellent stakeholder communication.

Rewards and Benefits

• Career Development: A structured path aligned with the successful candidate's goals, with options to stay long term in career administration or develop into a Financial Adviser.
• Remuneration: A competitive package with bonus potential
• Culture & Mentorship: Direct exposure to industry leading partners in a highly reputable, collaborative, and quality focused firm.