Client Services Officer

FS Recruitment Solutions; Sutherland Shire Council; On-site; AUD 60,000 - 80,000; Full time

Job summary

This established, independently owned financial planning firm in the Sutherland Shire is seeking an experienced Client Service Officer to join the advice team. You will coordinate annual reviews, prepare documentation, implement advice and keep client matters moving through to completion.

In this role you will build trusted relationships with advisers and clients, manage workflows, and contribute to a culture of compliance and quality documentation.

Qualifications

• Experience in financial planning administration.
• Strong written and verbal communication skills.
• Excellent attention to detail and organisation.
• Ability to manage several client matters concurrently.
• Experience with AdviserLogic or similar software would be highly regarded.

Responsibilities

• Work with a financial adviser as part of the advisory team.
• Build long-term client relationships via phone, email and in person.
• Manage annual review schedules and prepare documentation.
• Prepare client correspondence and Records of Advice.
• Implement investment, superannuation and insurance recommendations.
• Liaise with platforms, fund managers, insurers and providers through completion.
• Maintain accurate client files and uphold compliance standards.

Skills

Financial planning administration

Written and verbal communication

Attention to detail

Organisation

Proactive problem-solving

Collaboration

Tools

AdviserLogic

Microsoft 365

Job description

Join an established, independently owned financial planning firm that has supported clients across the Sutherland Shire and beyond for more than 25 years. The business combines established systems, experienced advisers and specialist knowledge with the personal environment of a boutique firm, where every team member is known and valued.

This is not a narrowly defined processing role. As an integral part of the advice team, you will be involved throughout the client journey, build meaningful relationships with advisers, colleagues and clients and gain exposure to sophisticated strategies for substantial wealth accumulators and multi-million-dollar investors. You will coordinate annual reviews, prepare documentation and correspondence, implement advice and keep client matters moving through to completion.

Responsibilities

• Work closely with a financial adviser as an integral member of the advice team, assisting the broader team when required.
• Build trusted, long-term client relationships and act as a reliable point of contact by phone, email and in person.
• Manage annual review schedules, prepare meeting documentation and keep workflows and records up to date.
• Prepare client correspondence, review documentation and Records of Advice to a consistently high standard.
• Implement investment, superannuation and insurance recommendations across a varied and sophisticated client base.
• Liaise with platforms, fund managers, insurers and product providers, following transactions through to completion.
• Maintain accurate client files and contribute to a strong culture of compliance, quality documentation and continuous improvement.

About you

You will bring:

• Previous experience in financial planning administration.
• Strong written and verbal communication skills.
• Excellent attention to detail, organisation and the ability to manage several client matters at once.
• A proactive, solutions-focused approach and a strong history of working collaboratively.
• Confidence using Microsoft 365.
• A genuine interest in building a long-term career in financial planning.
• Experience with AdviserLogic or similar software, advice implementation or financial planning compliance will be highly regarded.

What is on offer

• A genuinely supportive culture built over many years, with a strong focus on team connection, recognition and staff engagement.
• A close-knit environment where people enjoy working together and every contribution matters.
• Established systems, experienced advisers and professional standards without the impersonal structure of a large advice business.
• Meaningful exposure to sophisticated client situations rather than purely transactional administration.
• Structured training, professional development and a proven pathway into broader responsibilities through internal progression.
• Flexibility that supports work-life balance.
• A business with long-standing team members and a visible connection to its local community.

If you are an experienced Client Service Officer who wants to do more than process paperwork, this is an opportunity to become a valued part of an advice team where quality matters, relationships are genuine and ambitious people have room to grow.