Client Service Officer: Path 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

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.