Client Relations 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 a highly organised and personable Client Relations Officer to support our financial advisory team. This role is primarily client-facing and will assist advisers by managing client engagement, review meeting coordination, new client onboarding, and pre-meeting preparation.

You will be the first point of contact for many client interactions and play a key role in delivering an exceptional client experience.

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

• Coordinate and schedule ongoing client review meetings to ensure adviser calendars remain full and organised.

• Act as a primary point of contact for clients regarding appointments, enquiries, and service requests.

• Manage new client enquiries and assist with client onboarding processes.

• Allocate incoming client requests and opportunities to the appropriate adviser.

• Prepare meeting documentation, file notes, OSA documentation, and other pre-meeting requirements.

• Follow up outstanding information requests and maintain proactive communication with clients and advisers.

• Ensure client records and CRM information are accurate and up to date.

• Work closely with advisers to identify upcoming client needs and service opportunities.

• Assist with diary management, meeting confirmations, and appointment reminders.

• Contribute to maintaining a high standard of client service and client satisfaction.

Skills & Experience

• Excellent verbal and written communication skills.

• Strong interpersonal skills and confidence speaking with clients over phone, email, and in person.

• Professional presentation and a positive attitude.

• Strong organisational and time management abilities.

• Ability to multitask and manage competing priorities.

• High attention to detail.

• Experience within financial planning, banking, insurance, or professional services is highly regarded.

• Proficiency in Microsoft Office and CRM systems.

Cultural Expectations

• Treat clients and colleagues with professionalism, courtesy, and respect.

• Demonstrate empathy and genuine care when dealing with clients.

• Maintain a positive and team-oriented attitude.

• Take ownership of tasks and follow through on commitments.

• Communicate openly and proactively.

• Be adaptable and willing to assist the broader team when required.

• Maintain confidentiality and professionalism at all times.

• Show initiative and continuously look for ways to improve client experiences.

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.