Client Service Officer – Clear Pathway to Financial Planner!

Lawson Elliott Recruitment; Sydney; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Full study support

Excellent training

Tailored mentorship

Professional development

Modern tech stack (Xplan, Xero, XPM, B

GL, CAS360)

Regular social events

Job summary

Lawson Elliott Recruitment is seeking a Client Service Officer in Sydney, offering a clear pathway to becoming a Financial Planner. You will support Advisers and the Executive team, act as a primary client contact for a sizeable client base, and gain exposure to financial planning, accounting, and estate planning matters.

Join a locally founded, growth-oriented firm with mentorship, hands-on experience, and ongoing professional development as you progress toward a planner role.

Qualifications

• 1-3 years’ experience in a financial planning firm.
• Strong communication and interpersonal skills.
• Eager to progress to financial planner.
• Excellent organisational and time management abilities.

Responsibilities

• 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

Skills

Communication skills

Interpersonal skills

Time management

Team player

Tools

Xplan

Xero

CAS360

Job description

Client Service Officer – Clear Pathway to Financial Planner!

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