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Director, 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, or
a 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 #wealthmanagement
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