Are you looking to start your career or take a new direction in a supportive, professional environment?
We're a friendly and well-established financial planning practice looking for a positive and motivated Receptionist & Administration Support to join our team full-time. No financial planning experience is required — we're looking for the right attitude and a willingness to learn.
This role is perfect for school leavers, recent graduates, or career changers who want to build a long-term career in an administrative, client support role in financial services.
What You'll Be Doing
You'll be the first friendly face and voice our clients see and hear, while supporting the team with everyday admin tasks:
* Welcoming clients and creating a friendly, professional first impression
* Answering phones, directing calls and responding to enquiries
* Booking appointments and managing calendars
* Computer literacy is a must as there are multiple computer programmes
* Helping prepare client documents and emails
* Keeping client records up to date
* Assisting the team with general office tasks
* Following up client requests so nothing is missed
Don't worry if this is new to you — we'll train you and support you every step of the way.
Training & Career Growth
We're invested in your development. With training and experience, this role can grow into a Client Service Specialist position where you'll:
* Work more closely with advisers
* Support ongoing client relationships
* Take ownership of client admin and workflows
* Build specialist knowledge in financial planning
About You
You might be:
* A school leaver starting your first professional role
* A graduate looking for a foot in the door
* Someone changing careers and wanting something more people-focused
What matters most is that you:
* Are friendly, reliable, and keen to learn
* Enjoy helping people and working in a team
* Are organised and pay attention to detail
* Are competent using computers (we'll teach you our systems)
* Want to build a long-term career, not just a short-term job
About Us:
We are a 29-year established, award-winning independent advice firm, proudly named Australian Financial Planning Practice of the Year for the past two consecutive years. We have two locations (Milton Brisbane Qld, Ballina NTH NSW).
What You'll Get
* Full-time, secure employment
* Training, mentoring, and ongoing support
* A clear path to grow into a Client Service Specialist role
* A welcoming, supportive team environment
* Competitive pay with room to grow
* A career in a respected professional industry
* Paid Birthday off (after 12 months)
* Additional annual leave (after 2 years)
* Team events, genuine support and recognition for loyalty
If you're looking for a role where you can learn, grow, and be supported while building real skills for the future, we'd love to hear from you.