Exciting role for someone who enjoys detailed and client-facing work Offers strong training, clear development pathways, and the opportunity to grow
About Our Client
Our client is a Melbourne‑based wealth advisory and financial services firm specialising in tax optimisation, investment strategy, wealth management, and goals‑based financial advice. The business primarily supports high‑net‑worth individuals, sophisticated investors, charitable foundations, and private families, offering personalised, strategy‑driven financial planning and long‑term portfolio management.
Job Description
Prepare, review, and organise client documentation, forms, and advice files to ensure accuracy and compliance.Manage client communication, meeting scheduling, follow-ups, and maintain accurate records within internal systems.Support advisors with meeting preparation, data collection, and implementation tasks.Liaise with product providers, accountants, and other third parties to obtain required information.Track workflows, deadlines, and outstanding actions to ensure advice processes run smoothly and efficiently.Build knowledge of advice processes, compliance requirements, and product fundamentals, with scope to take on broader responsibilities over time.
The Successful Applicant
Experience in client services, administration, or finance support, ideally within financial planning, wealth management, insurance, or accounting.Strong attention to detail, organisation, and documentation accuracy.Foundational understanding of the financial advice landscape or basic accounting and financial concepts.Clear, professional communication skills and confidence dealing with clients and external stakeholders.Bachelor's degree in Business, Commerce, or Finance preferred, though relevant experience is highly regarded.Motivated to develop technical knowledge and capabilities, with the potential to progress toward advisory responsibilities over time.
What's on Offer
Exposure to sophisticated advice processes and high-net-worth client work.A professional, collaborative environment with structured training and support.Opportunity to deepen technical and operational expertise, with a pathway to an adviser role for the right candidate.Long-term opportunity within a growing and well-established advice practice.
Contact: Emily Roberts
Quote job ref: JN-022026-6941107