Implementation Officer (Financial Planning)

About the business

As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate.

About The Role: 

Working in our offices in Deakin, as part of our close knit team of Client Service Officers, we are seeking an organised and detail-oriented Implementation Officer to assist our advisers with all post-meeting implementation activities. This role is responsible for ensuring client recommendations and administrative actions are completed accurately, efficiently, and in a timely manner.

This position is ideal for someone who has a strong sense of responsibility, enjoys process-driven work, and is eager to develop a long-term career in financial services.

About The Right Person:

We will provide training, however previous experience in a Financial Planning firm or professional services is highly regarded. In return we are seeking someone who is well presented and articulate, with a professional “can-do” attitude and appearance, who is pro-active, friendly and outcome-focused.

Key Responsibilities

• Manage implementation of adviser recommendations across investment, superannuation, insurance, and platform accounts.

• Prepare and process forms and documentation for transactions and account changes.

• Coordinate platform implementations and account maintenance requests.

• Update Force and internal workflow systems to ensure adviser dashboards remain current.

• Upload, organise, and maintain client documentation and records.

• Assist with preparation and implementation of Statements of Advice (SOAs) and related documentation.

• Monitor outstanding implementation tasks and follow up providers, platforms, and clients as required.

• Ensure compliance documentation is completed and stored correctly.

• Liaise with product providers and platform administrators regarding transaction progress.

• Support advisers with administrative and operational requirements following client meetings.

Skills & Experience

• Strong attention to detail and commitment to accuracy.

• Excellent organisational and administrative skills.

• Ability to follow processes and manage multiple tasks simultaneously.

• Strong sense of accountability and ownership.

• Comfortable working with systems, workflows, and documentation.

• Willingness to learn and develop financial planning knowledge.

• Ability to work independently while contributing to a team environment.

• Previous administration experience within financial planning, banking, superannuation, or professional services is highly regarded.

Cultural Expectations

• Demonstrate a responsible and dependable work ethic.

• Be willing to learn, develop, and continuously improve.

• Take pride in the accuracy and quality of your work.

• Maintain professionalism and confidentiality at all times.

• Support teammates and contribute positively to team outcomes.

• Treat clients, providers, and colleagues with respect.

• Be proactive in identifying potential issues and resolving them early.

• Have a solutions-focused mindset and willingness to take initiative.

How to apply:

Please note: only successful candidates who meet the position criteria and requirements and who provide a tailored cover letter, will be contacted.

If you possess the desired characteristics and this role appeals to you, please apply now, by:

1. Visiting our website: https://www.fiduciancanberra.com.au/

2. attach a tailored covering letter, addressing the key criteria and why you believe you would enjoy and could excel in this role

3. attach your Curriculum Vitae

This office-based, full-time position is available for an immediate start for the right candidate. We thank you for your considered application.