Senior Client Services Officer/ Associate Advisor - Wealth Management
This is a rare opportunity for a client services professional seeking more than administrative work — someone who wants to grow within a high-performing wealth advice firm in South Yarra, supporting a diverse client base including pensioners, high-net-worth, and long-standing clients.
The business is well established, values technical accuracy, ethical advice, and long-term client relationships.
You will join a collaborative and supportive team where client service is genuinely valued. This role offers a clear pathway to progress to an Associate Adviser in 18–24 months, with exposure to technical work, client interaction, and project involvement, if desired.
Key Responsibilities
Prepare advice documents and investment instructions, ensuring all paperwork is accurate, compliant, and delivered on time
Attend client meetings and assist Advisers with follow-up actions
Write Records of Advice (ROAs) and complete product comparisons
Produce portfolio reports, annual review packs, asset and liability summaries, and performance reporting
Coordinate contributions, fund transfers, investment applications, and redemptions
Maintain accurate client records using financial planning platforms, ensuring compliance obligations are met
Liaise with product providers, accountants, lawyers, and clients as required
Manage Adviser diaries and ensure meeting preparation and follow-up are completed to a high standard
What You'll Need
Experience in financial planning or wealth management, supporting senior advisers and handling complex client needs
Familiarity with advice processes, platforms, and compliance standards (experience with Xplan highly regarded)
Strong attention to detail, excellent communication skills, and a proactive, service-focused mindset
Commitment to building a long-term career in the advice industry, with a clear pathway to Associate
What's On Offer
Opportunity to grow into an Associate role in 18–24 months
Exposure to a variety of technical work and client-facing experience
Professional, friendly, and collaborative culture where people are genuinely valued
South Yarra location
If you take pride in delivering quality work, enjoy supporting advisers and clients, and want to develop your career in a professional yet approachable environment, this could be your next step.
Kiera Brown
FS Recruitment Soutions
Seniority level
Associate
Employment type
Full-time
Job function
Finance
Industries
Financial Services