We are seeking a highly organised and proactive Client and Admin Support Officer to support our financial advice practice. This role is central to ensuring a smooth, professional, and efficient experience for our clients by managing the end-to-end administration of a technically complex, often deadline-driven advisory process. You'll also be instrumental in supporting ongoing client service, enhancing operational efficiency, and helping drive business growth.

Key Responsibilities:

• Client Administration & Support
  • Manage the administration of the advice process from end to end, including uploading Statement of Advice (SoA) requests and submitting cases to product providers.
  • Request and follow up on documentation from clients and liaise with superannuation and pension providers in both Australia and the UK.
  • Respond to client emails and phone calls in a timely, professional, and friendly manner.
  • Track review dates and document expiry timelines, proactively reaching out to clients to coordinate meetings and obtain updated information.
  • Book client meetings and reviews, ensuring all relevant documentation is prepared ahead of time.
  • Maintain up-to-date client files and ensure compliance with regulatory and internal standards.
• Adviser Support
  • Assist with meeting preparation, including compiling investment reports, updating fact finds, and gathering product information.
  • Support implementation of advice strategies by coordinating with platforms, providers, and compliance teams.
  • Help manage the adviser’s workflow and prioritise administrative tasks to ensure timely delivery of advice.
• Operational & Business Growth Support
  • Identify and implement process improvements to increase efficiency and enhance client experience.
  • Support business development initiatives by assisting in the expansion of service offerings to existing clients.
  • Coordinate internal systems and processes to ensure scalable, compliant, and high-quality operations.

Skills & Experience:

• Experience in a financial services administration or client service role, ideally within a financial planning or wealth management environment.
• Strong organisational and multitasking skills, with a proven ability to manage deadlines and competing priorities.
• Confident communicator with excellent interpersonal skills, both written and verbal.
• High attention to detail and a commitment to delivering accurate, high-quality work.
• Comfortable liaising with superannuation and pension providers, both in Australia and the UK.
• Proficiency with CRM systems such as Xplan (preferred) and Microsoft Office Suite.
• A proactive, self-starter attitude with a strong sense of accountability and client care.

Why Join Us?

You’ll be part of a values-driven, client-focused team committed to delivering ethical, high-quality financial advice. This role is ideal for someone who thrives in a dynamic, people-oriented environment and is looking to build a long-term career in financial services while helping shape the future of a growing firm.