2 days ago Be among the first 25 applicantsDirect message the job poster from SA Wealth GroupDirector, Wealth & Tax (Financial) Adviser, & Finance Broker - Advisory Services to Wholesale & Sophisticated Investors (High Net Worth…NOW HIRING Client Services Officer – Financial Planning | SA Wealth Group (Adelaide-based)Are you passionate about financial services and want to be part of a dynamic, fast-growing team?SA Wealth Group is on the lookout for a Client Services Officer (CSO) to join our financial planning division. This role is perfect for either:- an experienced CSO ready to take their skills to the next level, ora driven graduate looking to kickstart their career in wealth management.You'll work closely with our advisers and support teams across financial planning, lending, and property—gaining exposure to a broad range of services in a high-performing and collaborative environment. What you’ll do:- Manage client onboarding and ongoing servicing requests- Prepare documentation and implement advice strategies- Liaise with product providers, clients, and internal stakeholders- Ensure compliance and accuracy across client files and systems- Support paraplanners and advisers with back-office administration What we’re looking for:- A degree in Financial Planning, Finance, Business or a related field (completed or near completion)- Strong attention to detail and willingness to learn- Experience in a financial planning or admin role is a bonus—but not essential- A proactive attitude, client-first mindset, and great communication skills- Supportive team culture with ongoing mentoring and development- Exposure to financial planning, lending, accounting, and property- Progressive workplace with flexible arrangements- Office located in the heart of Adelaide Interested or know someone perfect for this?Send a message to start a confidential chat with your CV and Cover Letter outlining why finance and why SA Wealth Group.#hiring #adelaidejobs #financialplanning #clientservices #graduateopportunity #careergrowth #sawealthgroup #financialservices #wealthmanagementSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionMarketing, Public Relations, and Writing/EditingReferrals increase your chances of interviewing at SA Wealth Group by 2xSign in to set job alerts for “Writer” roles.Technical Author (multiple roles and seniority levels)Adelaide, South Australia, Australia 7 months agoAdelaide, South Australia, Australia 1 day agoAdelaide, South Australia, Australia 1 day agoAdelaide, South Australia, Australia 2 days agoAdelaide, South Australia, Australia 1 day agoAdelaide, South Australia, Australia 2 days agoMawson Lakes, South Australia, Australia 3 weeks agoAdelaide, South Australia, Australia 2 weeks agoAdelaide, South Australia, Australia 2 weeks agoSenior Engineering Technician (Supportability - Technical Author)Black Forest, South Australia, Australia 3 days agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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