Key Administrator Financial Planning / Senior Client Service Officer

Smart Financial; Warilla; On-site; AUD 65,000 - 95,000; Full time

Benefits offered by this job

Structured development pathways

Supportive leadership team

Modern office environment

Job summary

Smart Financial is seeking two Key Administrators to join our Financial Planning team in the Illawarra region. You’ll be the central hub between advisers, clients, providers and support teams, driving advice implementation and client engagement to ensure outcomes are timely and accurate.

Aligned with an adviser, you’ll coordinate workflows, monitor progress and keep multiple systems up to date, supporting career growth within our fast-growing, privately owned firm.

Qualifications

• Ownership and accountability in an administration role.
• Attention to detail is essential in client servicing and documentation.
• Clear written and verbal communication with clients, advisers and providers.
• Comfort coordinating across multiple systems and provider portals.

Responsibilities

• Manage the end-to-end implementation of financial advice recommendations.
• Interpret Statements of Advice and implementation requirements.
• Coordinate advice implementation across providers and internal teams.
• Monitor progress and proactively follow up outstanding items.
• Drive adviser accountability and workflow progression.

Skills

Ownership

Attention to detail

Excellent communication

Organization

Proactive problem solving

Job description

Smart Financial continues to grow, and we're looking for two Key Administrators to join our Financial Planning team.

This is not a standard administration role.

Our Key Administrators are the operational hub between our advisers, clients, providers and support teams. They drive advice implementation, manage client engagement, coordinate workflow progression and play a critical role in ensuring great client outcomes.

You’ll be aligned with an adviser and become the central point of coordination for their clients, helping ensure advice recommendations are implemented efficiently, accurately and on time.

If you enjoy taking ownership, building relationships and keeping things moving, this role offers genuine career progression within one of the Illawarra's fastest-growing financial advice firms.

The Opportunity

Smart Financial continues to grow, and we're looking for two Key Administrators to join our Financial Planning team.

This is not a standard administration role.

Our Key Administrators are the operational hub between our advisers, clients, providers and support teams. They drive advice implementation, manage client engagement, coordinate workflow progression and play a critical role in ensuring great client outcomes.

You’ll be aligned with an adviser and become the central point of coordination for their clients, helping ensure advice recommendations are implemented efficiently, accurately and on time.

If you enjoy taking ownership, building relationships and keeping things moving, this role offers genuine career progression within one of the Illawarra's fastest-growing financial advice firms.

About Smart Financial

Smart Financial is a privately owned financial advice, lending and accounting group servicing clients across Australia.

Our focus is simple:

• Deliver exceptional client outcomes


• Build long-term client relationships


• Develop great people


• Create career pathways within the business

We invest heavily in technology, training and professional development and pride ourselves on maintaining a supportive, workplace culture.

What You'll Be Doing

Advice Implementation & Workflow Management

• Manage the end-to-end implementation of financial advice recommendations


• Interpret Statements of Advice and implementation requirements


• Coordinate advice implementation across providers and internal teams


• Monitor progress and proactively follow up outstanding items


• Drive adviser accountability and workflow progression

Client Relationship Management

• Become a key point of contact for clients


• Schedule review and prospect appointments


• Keep clients updated throughout the advice process


• Manage ongoing service administration requirements


• Assist with client enquiries and relationship management activities

Provider & Technical Administration

• Liaise directly with superannuation funds, insurers and investment providers


• Access provider portals and monitor implementation progressPrepare implementation documentation


• Complete ongoing service administration requirements


• Assist with complex advice implementation where required

Team Support

• Work closely with advisers, paraplanners and administration team members


• Assist in mentoring and supporting administration staff


• Contribute to process improvements and operational excellence initiatives

About You

You’ll likely have experience in:

• Financial planning administration


• Client services


• Practice support


• Wealth management administration


• Superannuation or insurance operations

We are looking for someone who:

• Takes ownership and follows things through


• Has exceptional attention to detail


• Communicates confidently with clients and providers


• Is highly organised and proactive


• Thrives in a fast-paced environment


• Enjoys solving problems and driving outcomes


• Builds strong relationships with both clients and colleagues

Experience & Qualifications

Essential

• Previous experience in a client service or administration role


• Strong organisational and time management skills


• Excellent written and verbal communication skills


• Confidence working with multiple systems and providers

Highly Regarded

• Experience within financial planning


• Experience using Iress Xplan


• Experience with personal risk insurances (not required but is highly regarded)


• Knowledge of superannuation, insurance and investment products

What We Offer

• Competitive salary package


• Career progression opportunities


• Structured development pathways


• Supportive leadership team


• Modern office environment


• Growing and innovative business


• Exposure to a wide range of advice strategies and client scenarios

Why Join Us?

We’re not looking for someone to simply process paperwork.

We’re looking for professionals who want to become an integral part of the client experience and help drive adviser success.

If you’re passionate about financial services, enjoy building relationships and want to be part of a high-performing team, we’d love to hear from you.