Client Service Officer / Adviser Service Officer

Client Service Officer / Adviser Service Officer – Multiple positions available
Full-time or part-time | Flexible hours | Burnie office

Are you looking to build your career in a professional office environment, or ready for a new challenge where you can grow your skills and be part of a supportive team?

This is an excellent opportunity for someone who enjoys working with people, takes pride in being organised, and wants to develop their career in a professional financial services environment.

Wealth Financial operates across Smithton, Burnie, Devonport and Canberra. We are currently seeking a motivated and friendly Client Service Officer to join our Burnie team.

We are also seeking a motivated and friendly Adviser Service Officer to join our Burnie office, with a focus on supporting the implementation of financial advice. You will join a new team responsible for onboarding new advice and helping deliver an outstanding client experience.

Why You’ll Love Working With Us

Learn & Grow: We offer full training and real opportunities to build your career.

Flexible Hours:  We’re happy to work with you to create a schedule that fits your lifestyle.

Great team environment: Join a welcoming, professional team focused on building strong client relationships.

Depending on your skills and experience, the successful applicant may work across client service support, adviser support, or a combination of both. This role may also suit someone considering a future career as a financial adviser, with the opportunity to learn from a team with more than 200 years’ combined experience and 15 financial advisers.

What You’ll Be Doing

Entering and updating client data.

Organising and preparing client files for review.

Implementing recommendations from review.

Primary support to an experienced financial adviser.

Providing daily administrative support to a team of 40 staff.

What We’re Looking For

A great communicator who enjoys helping people.

Team player with a positive, can-do attitude.

Comfortable using Microsoft Office (Word, Excel, Outlook).

Organised, reliable, and ready to learn.

Previous experience in financial planning, finance, administration or a similar professional office environment would be beneficial for the Adviser Service Officer role but is not essential.

Sound Like You? Let’s Chat!

We’d love to hear from you, even if you don’t tick every single box. To apply, please email your cover letter, resume and references to ••••@wealthfinancial.com.au. Applications close Friday 11 September 2026 at close of business.

If you would like a confidential conversation about the role before applying, please contact Kelli Popowski, Head of Operations at Wealth Financial, (03) •••• •770.

All applications are kept 100% confidential.