About Lighthouse Capital Lighthouse Capital is a Perth-based financial advice firm dedicated to guiding our clients toward confident, well-informed financial decisions. We pride ourselves on the quality of our advice, the strength of our client relationships, and a supportive, high-standards team culture. As we grow, we’re looking for a sharp, client-focused professional to help us deliver an exceptional experience at every step. The Role We are seeking a highly organised and client-focused professional to become the operational backbone of our advice practice. This role is central to delivering exceptional client experience and offers the opportunity to expand into paraplanning responsibilities for candidates with the interest and capability to do so, making this an ideal role for someone who enjoys both client relationship management and the technical side of advice. You’ll work closely with our advisers to ensure clients are looked after seamlessly, advice is prepared accurately, and our compliance standards are never compromised. What you’ll be doing Acting as a primary contact for clients — managing enquiries, scheduling, and follow-ups with professionalism and care Coordinating client onboarding, review meetings, and ongoing service delivery Preparing and managing client documentation, applications, and implementation of advice Liaising with product providers, fund managers, and platforms on behalf of clients Maintaining accurate client records and workflow in XPLAN Supporting compliance processes — file notes, fixed term agreements, and audit readiness Assisting with research, modelling, and preparation of advice under adviser direction, as appropriate. What we’re looking for Essential Proven experience in a client service, client management, or advice support role within financial planning, wealth management, accounting, banking, lending, insurance, or other professional services environments Excellent communication and relationship-building skills, with clients, advisers, and external stakeholders Strong organisational ability and attention to detail (critical) A genuine commitment to client outcomes and service excellence A team-oriented mindset and work approach, plus the ability to adapt to evolving regulatory and legislative requirements Ability to work autonomously with critical thinking attributes. Highly regarded (a big win) Strong compliance knowledge and an understanding of the regulatory environment for financial advice Technical financial planning knowledge across superannuation, investments, insurance, and retirement strategies Paraplanning experience, or the ambition to develop it Experience with XPLAN / Microsoft Office Suite RG146 compliance, or progress toward relevant qualifications (e.g. Diploma / Advanced Diploma of Financial Planning, or a relevant degree) Why join us A genuinely supportive team that values quality over volume The chance to make a real difference in clients’ financial lives The opportunity to continue developing career pathways based on your goals and aspirations Boutique, client-focused advice business with an established reputation in WA Direct access to advisers and decision-makers Genuine career progression into paraplanning or other pathways Flexible working arrangements considered for the right candidate Modern systems and processes with a focus on continuous improvement The type of person who thrives here Takes pride in getting the details right Enjoys helping people and building relationships Sees problems before they become issues Communicates confidently and professionally Wants to be part of a close-knit, high-performing team How to apply Apply via Seek with your CV and a short cover letter, or reach out directly to lighthousecapital.com.au .
