Client Services Specialist - Financial Planning

Findex; Adelaide; Hybrid; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Nine-day fortnight

Dedicated buddy & training

Career growth

Hybrid working

Purchased leave

Employee assistance program

Job summary

Findex in Adelaide is hiring for a Client Services Officer to join our growing financial planning team. This full-time, permanent role offers hybrid work with three days in the office, enabling hands-on learning and close collaboration with advisers and partners.

You will support client onboarding, process investment activities, and maintain accurate client records, while benefiting from structured training and a dedicated buddy to help you settle in and grow within the business.

Qualifications

• Experience in client services within financial planning.
• A genuine passion for delivering great client and stakeholder experiences.
• Confidence working with investment platforms and implementing client advice.
• A team player who's keen to keep learning and growing.

Responsibilities

• Onboard new client accounts, prepare and implement advice documents, and keep client information accurate and up to date.
• Manage the practical side of investments: transfers, buys/sells, withdrawals and contributions, liaising with financial institutions.
• Work closely with Advisers, Partners, and the wider Client Services and Corporate teams.
• Ensure all tasks are completed on time and to the required standard.

Skills

Client services

Financial planning

Investment platforms

Tools

Investment platforms

Job description

Findex in Adelaide is hiring for a Client Services Officer to join our growing financial planning team. This full-time, permanent role offers hybrid work with three days in the office, enabling hands-on learning and close collaboration with advisers and partners.

You will support client onboarding, process investment activities, and maintain accurate client records, while benefiting from structured training and a dedicated buddy to help you settle in and grow within the business.