Implementation Officer (Financial Planning)

Fiducian Financial Services; Canberra; On-site; AUD 60,000 - 76,000; Full time

Job summary

Fiducian Financial Services in Deakin, Canberra, is seeking an organized Implementation Officer to support advisers with post-meeting execution of recommendations.

This office-based, full-time position offers training and a career path in financial services. Ideal for detail-oriented individuals who thrive in process-driven environments and can work both independently and as part of a team.

You will handle documentation, platform updates, and SOA prep, ensuring compliance and timely delivery.

Qualifications

• Experience in financial services is advantageous.
• Willingness to learn financial planning concepts.
• Strong administrative capability and accuracy.
• Ability to work both independently and in a team.

Responsibilities

• Coordinate post-meeting implementation activities for adviser recommendations.
• Prepare and process forms for transactions and account changes.
• Update client platforms and internal dashboards.
• Maintain client records and documentation.
• Assist with Statements of Advice (SOAs) preparation.
• Monitor outstanding tasks and follow up providers and clients.
• Ensure compliance documentation is properly stored.
• Liaise with product providers and platform administrators.

Skills

Attention to detail

Organisational skills

Multitasking

Account documentation

Proactive mindset

Job description

As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate.

About The Role

Working in our offices in Deakin, as part of our close knit team of Client Service Officers, we are seeking an organised and detail-oriented Implementation Officer to assist our advisers with all post-meeting implementation activities. This role is responsible for ensuring client recommendations and administrative actions are completed accurately, efficiently, and in a timely manner.

This position is ideal for someone who has a strong sense of responsibility, enjoys process-driven work, and is eager to develop a long-term career in financial services.

About The Right Person

We will provide training, however previous experience in a Financial Planning firm or professional services is highly regarded. In return we are seeking someone who is well presented and articulate, with aprofessional“can-do” attitude and appearance, who is pro-active, friendly and outcome-focused.

Key Responsibilities

• Manage implementation of adviser recommendations across investment, superannuation, insurance, and platform accounts.
• Prepare and process forms and documentation for transactions and account changes.
• Coordinate platform implementations and account maintenance requests.
• Update Force and internal workflow systems to ensure adviser dashboards remain current.
• Upload, organise, and maintain client documentation and records.
• Assist with preparation and implementation of Statements of Advice (SOAs) and related documentation.
• Monitor outstanding implementation tasks and follow up providers, platforms, and clients as required.
• Ensure compliance documentation is completed and stored correctly.
• Liaise with product providers and platform administrators regarding transaction progress.
• Support advisers with administrative and operational requirements following client meetings.

Skills & Experience

• Strong attention to detail and commitment to accuracy.
• Excellent organisational and administrative skills.
• Ability to follow processes and manage multiple tasks simultaneously.
• Strong sense of accountability and ownership.
• Comfortable working with systems, workflows, and documentation.
• Willingness to learn and develop financial planning knowledge.
• Ability to work independently while contributing to a team environment.
• Previous administration experience within financial planning, banking, superannuation, or professional services is highly regarded.
• Demonstrate a responsible and dependable work ethic.
• Be willing to learn, develop, and continuously improve.
• Take pride in the accuracy and quality of your work.
• Maintain professionalism and confidentiality at all times.
• Support teammates and contribute positively to team outcomes.
• Treat clients, providers, and colleagues with respect.
• Be proactive in identifying potential issues and resolving them early.
• Have a solutions-focused mindset and willingness to take initiative.

This office-based, full-time position is available for an immediate start for the right candidate.