Description

Client Relationship SpecialistThe RoleWe are looking for a proactive and organised Client Relationship Specialist to join our boutique financial planning practice based in Elsternwick. This full-time role is central to delivering an exceptional client experience by supporting clients throughout their financial advice journey and ensuring our internal processes run smoothly.Perspective Financial ServicesPerspective Financial Services is a family-focused financial planning practice. For over 20 years, we've been helping individuals and families navigate their financial journeys with tailored advice and long-term partnerships. We pride ourselves on delivering a highly personalised client experience, underpinned by our core values of Competence, Clarity, Commitment, and Cooperation.Key ResponsibilitiesBuild and maintain strong client relationships through timely communication and exceptional service.Manage client enquiries, correspondence and ongoing client administration.Coordinate new client onboarding, appointments and review processes.Maintain accurate client records and ensure documentation is complete and compliant.Support advisers through the preparation, implementation and follow-up of financial advice.Process client administration across superannuation, investments, insurance and related advice matters.Liaise with product providers and third parties to progress client requests and resolve enquiries.Contribute to practice operations through process improvements, documentation and general administrative support.What We OfferWFH options by mutual agreementSupportive, close-knit boutique practice environmentMultiple public transport options nearbyA values-driven culture that genuinely cares about both clients and staffOpportunity to build long-term relationships with clients and make a meaningful impactRequirementsFull working rights in AustraliaMinimum 35 years' experience in financial planning administration or implementation rolesStrong attention to detail with a process-driven mindsetExcellent communication skills and a client-first approachConfidence using financial planning software (Worksorted, Xplan, or similar)Highly organised, proactive, and comfortable working independently within a small teamHow to ApplyPlease send your CV and a short cover letter outlining your experience in the financial planning industry and why you'd be a strong fit for this role.