About the Role

In this pivotal role, you’ll be the cornerstone of our client experience ensuring every interaction is smooth, responsive, and delivered to the highest professional standard. You’ll work closely with Financial Planners and fellow team members to manage the full lifecycle of client administration from onboarding to annual reviews. You’ll also play an active role in mentoring junior colleagues and contributing to a culture of continuous improvement and collaboration.

• Delivering Outstanding Client Care – Be a trusted point of contact for clients — managing communications, attending meetings, and ensuring they feel valued, informed, and supported at every step.
• Owning the Administrative Process – Take charge of managing client records, preparing documentation, and coordinating the full end-to-end client journey, always with precision and care.
• Supporting Financial Planners – Handle meeting preparation and casework coordination so that planners can focus on advice, knowing their clients are in safe hands.
• Leading by Example Help set the standard for best practice — whether that’s staying up to date with industry regulations, maintaining compliance, or streamlining internal processes.
• Mentoring and Team Support – Act as a go-to person within the team, offering guidance to less experienced colleagues and beginning to develop your own leadership and coordination skills.

About you

We’re looking for someone who is:

• Proven experience (5 years +) in financial services administration – preferably in a financial planning or wealth management firm
• Strong knowledge of compliance frameworks, regulatory requirements, and client service expectations in financial services
• Exceptional communication skills – professional, warm, and confident
• A high level of accuracy, organisation, and attention to detail
• A collaborative mindset with the ability to take initiative and manage your own workload
• A genuine interest in mentoring and supporting others as you grow your leadership capabilities