Client Services Officer

Australian Financial Planning Group; Newcastle-Maitland; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible work arrangements

Birthday leave

Annual conferences

Job summary

Australian Financial Planning Group is seeking a proactive Client Services Officer to join our Newcastle team. You will support the implementation of financial advice, coordinate documentation and client communications, and work closely with Financial Planners to deliver a seamless client experience.

Based in our Newcastle office, you will handle insurance, super and investment applications, while maintaining accurate records and assisting with compliance tasks.

Qualifications

• 3+ years’ experience implementing financial advice across super, insurance and investments.
• Strong organisational and time-management abilities.
• Excellent customer service skills and client-focused mindset.
• Collaborative and adaptable approach to team success.
• Attention to detail and accuracy in documentation.

Responsibilities

• Assist in implementing advice and ensuring recommendations are executed accurately.
• Prepare client documentation and statements.
• Implement financial advice across super, insurance, investments, and SMSFs.
• Manage investment portfolio applications and ongoing administration.
• Liaise with internal teams, clients and third-party providers for seamless service delivery.
• Maintain up-to-date client records and support compliance tasks.

Skills

Organisational skills

Customer service

Team player

Attention to detail

Financial software

Xplan experience

Financial Advice implementation

Education

RG146 preferred

Tools

Xplan

Job description

Australian Financial Planning Group – Charlestown NSW

What we offer

In this role, you’ll have the opportunity to grow your career and develop your skills alongside a high-calibre team of financial professionals. We offer a competitive salary, ongoing training and development, clear career progression opportunities, and a comprehensive suite of benefits, including flexible work arrangements and birthday leave. You’ll also be part of a collaborative workplace culture, with opportunities to attend annual conferences and company events that support both professional growth and meaningful team connection.

About the role

This is a full-time Client Services Officer role based in our Newcastle office. In this role, you will assist in implementing the advice provided to our clients, ensuring recommendations are executed accurately and efficiently. You will work closely with our team of Financial Planners to deliver a seamless client experience and provide high-quality support throughout the advice and implementation process.

What you’ll be doing

• Insurance/Investment & Super Applications, Insurance reviews and claims
• Assist with the preparation of client documentation and statements
• Implementing financial advice in areas of super, insurance, investments, self-managed super funds etc.
• Investment Portfolio applications and ongoing management
• Liaise with internal teams clients and third-party providers to ensure the seamless delivery of client services
• Maintain accurate and up-to-date client records
• Assisting with some Compliance tasks and other projects as needed

What we’re looking for

• 3+ years’ previous experience in Financial Advice implementation in all areas including superannuation, insurance, and investment. Qualification in RG146 is preferred.
• Strong organisational and time management abilities
• Excellent customer service skills with a passion for helping clients
• A collaborative and adaptable mindset with a drive to contribute to our team's success, helping drive forward our culture of continuous improvement
• Demonstrated attention to detail and accuracy
• Proficient in using relevant financial software and technology
• Xplan experience is essential

What’s in It for You

• Join a well-established boutique financial planning firm with a national presence
• Clear career progression with structured training and ongoing professional development
• Competitive salary package, flexible working arrangements and birthday leave
• Collaborative, supportive team culture with regular company events and annual conferences
• Modern, centrally located Sydney office close to Town Hall and Gadigal Station

Join us and be part of a team that supports your success while fostering a dynamic and enjoyable work environment.