RETAINED SEARCH / EXCLUSIVE LISTING About our client Our client is a well-established professional services firm offering integrated financial, accounting, and advisory solutions. They partner with individuals and businesses to manage taxation, wealth, superannuation, investments, insurance, and compliance. Their focus is on long-term relationships and strategic financial growth through services such as financial planning, tax management, and business structuring. The Role An opportunity exists for a full-time Client Support Officer to join a professional and collaborative team located near King's Park. In this role, you will support three financial advisers, coordinating all aspects of client administration and ensuring a smooth and efficient advice process. You will act as a central point of contact for clients, advisers, and product providers, helping to deliver exceptional service and timely implementation of advice. Key Responsibilities Be the main point of contact for clients, managing calls, emails, meetings, and follow-ups while maintaining accurate records and compliance documents in the CRM. Coordinate and implement financial advice, including collating client data, preparing statements of advice, and overseeing insurance, superannuation, and investment processes. Liaise with product providers and internal departments to ensure advice is implemented efficiently, track progress, and manage ongoing service arrangements. Prepare for client meetings, manage adviser workflows, and provide administrative support to ensure efficient and compliant service delivery at every stage. About You You will have proven experience in financial planning or a similar client service role, with sound knowledge of advice processes, compliance obligations, and client administration. Strong organisational skills, accuracy, and the ability to prioritise competing tasks are essential, along with clear and professional communication. What's on offer Central location near King's Park with onsite parking and modern facilities Career growth and ongoing professional development within a supportive team Exposure to high-net-worth clients and a wide range of financial structures How to apply Submit your CV outlining your experience and suitability for the role. Your application will be handled according to our privacy policy: ttps://11recruitment.com.au/privacy-policy. Please note This is a permanent role, and applicants must have working rights that align with long-term employment requirements in Australia. Sponsorship will not be provided. Code/Key words: ^^^ "financial planning", "financial planner", "wealth management", "financial services", "client services officer", "client service administrator", "financial planning administrator", "adviser support", "advisor support", "financial planning assistant", "financial planning support", "client relationship officer", "client support officer", "practice support officer", "wealth management administrator", "financial services administrator", "senior client services officer", "senior adviser support"
