Client Service Officer

Build your career in financial planning with a supportive, award‑winning South Australian firm

Start your financial services career with Rowe Partners Financial Planning and gain hands‑on experience, structured mentoring, and genuine long‑term career opportunities. This is an ideal entry‑level role for a recent graduate or someone looking to break into the financial planning industry.

About the Opportunity

Rowe Partners Financial Planning has an exciting opportunity for a motivated Client Service Officer to join our growing Financial Planning team.

You’ll work closely with experienced Financial Planners and a friendly, professional support team who are committed to mentoring and developing early‑career talent. If you’re reliable, eager to learn, and keen to build a long‑term career in financial services, this role will set you up for success.

We value attitude just as much as skills — if you’re committed, organised, and ready to grow, we’ll support you every step of the way.

About Us

Rowe Partners Financial Planning is the in‑house financial planning division of Rowe Partners, a multi‑award‑winning South Australian accounting and financial advisory firm established in 1989.

With over 50 staff and offices in Christies Beach, Modbury, Murray Bridge, Port Augusta and Port Pirie, we are a client‑focused and forward‑thinking practice providing comprehensive financial advice and accounting services across South Australia.

​About the Role

As a Client Service Officer, you will:

• Support Financial Planners with the preparation and implementation of financial plans

• Liaise with clients and product providers to deliver exceptional service

• Assist with compliance documentation and administrative processes

• Collaborate with a high‑performing team to ensure client outcomes are delivered efficiently

• Develop your technical knowledge and understanding of financial planning strategies

This role provides exposure to all aspects of financial planning and is an excellent foundation for career progression within the firm.

To be successful in this role, you will ideally have:

• A Bachelor’s degree in Financial Planning, Finance, Commerce, Economics, Business or a related field

• A genuine interest in building a career in financial services

• Strong organisational skills and the ability to learn quickly

• A reputation for being reliable, punctual, and detail‑oriented

• Confidence working as part of a collaborative team

• Solid computer skills, including proficiency in Microsoft Office Suite

Desirable (but not essential):

• Experience in a similar administration or client service role

• Experience using Xplan or other financial planning software

• Long‑term, secure employment with a respected South Australian firm

• Competitive salary package commensurate with skills and experience

• Supportive team environment with hands‑on mentoring

• Flexibility to accommodate university study programs

• Clear career development pathways within financial planning

Applicants must hold Australian work rights to be eligible for this position.

Visit www.rowepartners.com.au
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