Client Services Specialist — Financial Planning

MPK Advisory Services Pty Ltd; Adelaide; On-site; AUD 55,000 - 75,000; Full time

Job summary

MPK Advisory Services Pty Ltd is seeking a Client Services Officer to join our Adelaide team. You will be the practical backbone of client administration, coordinating meetings, compiling data, and ensuring accurate CRM records in a regulated environment.

You’ll work closely with advisers to implement recommendations, prepare client packs, and process life and general insurance applications while maintaining high standards of service and confidentiality.

Qualifications

• 3-5 years of administrative experience within financial planning, wealth management, or retail insurance practice.
• Certificate IV or Diploma of Financial Services / Financial Planning is highly regarded (or willingness to study RG146).
• Proficiency in CRM software (Xplan preferred) and the Microsoft Office Suite (Word, Excel, Outlook).
• Attention to detail with high accuracy in data entry, document drafting and process management.

Responsibilities

• Build and maintain strong, trusting relationships with existing and prospective clients.
• Handle general client inquiries regarding account balances, transaction progress and administrative updates.
• Prepare client packs, data gathering forms and pre-meeting portfolio reports.
• Assist in drafting Statements of Advice (SoAs), Records of Advice (RoAs), Corporate Actions and related correspondence.
• Implement advice recommendations.
• Complete end-to-end processing for life and general insurance applications.
• Liaise with product providers, fund managers, custodians, and third parties to track pending business.
• Maintain and update client records accurately within the CRM system.
• Ensure all client files and communication logs meet governance, privacy and regulatory requirements.
• Perform regular quality-control checks on client data and document archives.

Skills

Attention to detail

Multitasking

Communication skills

Discretion

CRM proficiency

Education

Certificate IV or Diploma of Financial Services / Financial Planning

Tools

Xplan

Microsoft Office

Job description

MPK Advisory Services Pty Ltd is seeking a Client Services Officer to join our Adelaide team. You will be the practical backbone of client administration, coordinating meetings, compiling data, and ensuring accurate CRM records in a regulated environment.

You’ll work closely with advisers to implement recommendations, prepare client packs, and process life and general insurance applications while maintaining high standards of service and confidentiality.