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2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Shape client outcomes with your technical expertiseJoin a growing, forward-thinking, and client-centric businessPrime CBD location + flexible work + competitive salary packageAbout the FirmOur client is a respected boutique financial planning practice known for delivering high-quality, timely advice and building long-term, trusted client relationships. Their success lies in their ability to adapt in a dynamic regulatory and market environment while maintaining a deeply personalised, high-touch service model. Their purpose is clear:allowing their clients to act with confidence in their financial lives, protect their legacy, and thrive on their own terms. They do this by offering truly independent advice thats personal, practical, and joined-up across financial strategy, investments, tax, and aged care.As the firm continues to grow, they are seeking a passionate and experienced professional to play a key role in bridging advice strategy with flawless execution.About the RoleThis newly created role is perfect for a senior paraplanner, practice manager or technical specialist ready to step into a broader, more influential position. Youll act as the vital link between the Principal Adviser and the support team, ensuring the advice process is seamless, compliant, and client-focused from start to finish.You''ll be involved in strategic planning, quality control, process improvement, and the mentoring of junior team members all while ensuring the client experience remains exceptional.Key responsibilities include:Oversee the end-to-end preparation of high-quality, compliant advice documents in collaboration with the Principal AdviserLead and enhance the client onboarding experienceKeep the practice updated with the latest technical, legislative, and compliance changesMentor, train and support the operations/advice team (up to 2 staff )Refine and implement operational systems and best practice frameworksMaintain the integrity and compliance of all advice documentationContribute to the continuous improvement of processes and service deliveryAbout YouYou''re an experienced advice professional with a deep understanding of financial planning strategies and a keen interest in streamlining advice delivery. You enjoy working in a collaborative, client-focused environment and are ready to take the next step in your career.You will bring:Strong knowledge of financial planning strategies and the end-to-end advice processPrevious experience in paraplanning, compliance, practice management or technical rolesFinancial planning qualifications and a Bachelors degree (desirable)Excellent written and verbal communication skillsHigh attention to detail and the ability to manage and prioritise competing tasksProject management and quality control capabilitiesProficiency in business software and financial planning tools (Fin365, myProsperity, SharePoint, etc.)Rewards and BenefitsA unique opportunity to shape the delivery of advice within a high-performing boutique firmOngoing professional development and mentoring from an experienced leadership teamHybrid working arrangements (CBD location + WFH flexibility)A supportive, collaborative team culture where outcomes and quality matterCompetitive remuneration package commensurate with experienceReady to take the lead in advice delivery and grow your impact?If you believe you have the skills and experience to be successful in this role, please forward your resume to Deepa SurtiSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesStaffing and RecruitingReferrals increase your chances of interviewing at RecruiTalent by 2xSign in to set job alerts for Client Services Officer roles.Sydney, New South Wales, Australia A$75,022.00-A$81,775.00 5 days agoSydney, New South Wales, Australia 2 weeks agoNorth Sydney, New South Wales, Australia 5 hours agoExecutive Assistant and Project CoordinatorSydney, New South Wales, Australia 2 days agoParramatta, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 18 hours agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoClient Services Officer - Court ServicesGrays Point, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 5 days agoGregory Hills, New South Wales, Australia 2 weeks agoChatswood, New South Wales, Australia 2 weeks agoBrookvale, New South Wales, Australia 6 days agoClient Service Officer - Perpetual Corporate TrustLewisham, New South Wales, Australia 4 days agoConcord, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 6 months agoPymble, New South Wales, Australia 2 weeks agoWorkplace Experience / Executive AssistantSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia A$97,027.00-A$107,059.00 5 days agoClient Services & Admin Support Advisors - Multiple Contract OpportunitiesNorth Sydney, New South Wales, Australia 2 weeks agoChatswood, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 4 months agoAdministration Officer Lvl 4 - Menopause Service - The Royal Hospital for WomenRandwick, New South Wales, Australia 4 days agoWere unlocking community knowledge in a new way. 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