Client Success Partner — Financial Planning

Findex; Sydney; Hybrid; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Nine-day fortnight

Training buddy

Career growth support

Hybrid working

Purchased leave

Employee Assistance Program

Job summary

Findex is seeking a client services professional to support financial planning activities in a hybrid Sydney role. You will help onboard client accounts, prepare advice documents, and keep client data accurate, while coordinating with advisers and back-office teams to deliver timely outcomes.

You will work closely with investment platforms, manage transfers and contributions, and ensure high-quality service for clients and stakeholders in a collaborative environment.

Qualifications

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

Responsibilities

• Onboard new client accounts, prepare and implement advice documents, and maintain accurate client information.
• Manage the practical side of investments: check asset transfers, process buys/sells, handle withdrawals and contributions, liaise with financial institutions.
• Collaborate closely with Advisers, Partners, and the Client Services and Corporate teams.
• Ensure everything touched is completed on time and to the required standard.

Skills

Client services

Financial planning

Investment platforms

Team player

Job description

Findex is seeking a client services professional to support financial planning activities in a hybrid Sydney role. You will help onboard client accounts, prepare advice documents, and keep client data accurate, while coordinating with advisers and back-office teams to deliver timely outcomes.

You will work closely with investment platforms, manage transfers and contributions, and ensure high-quality service for clients and stakeholders in a collaborative environment.