💼 Financial Advice Support / Client Services – Newcastle
Build your career in Financial Advice (without being stuck behind the scenes forever).
We’re partnered with a well-established Newcastle financial advice firm that’s growing fast and investing properly in its people. This is a hands-on Client Services / Advice Support role working closely with experienced Advisers, with a clear pathway into advice for the right person.
If you enjoy being organised, client-focused, and part of a professional team — this one’s worth a look.
🚀 The Opportunity
You’ll sit at the heart of the advice process, supporting Advisers and clients from implementation through to ongoing service. It’s a varied role with exposure to real advice work, not just admin.
What you’ll be doing:
- Implementing advice and handling client paperwork end-to-end
- Managing client records and workflows in Xplan
- Liaising with clients, providers and advisers
- Booking appointments, preparing reports and keeping things moving
- Supporting advisers so they can focus on advice, not admin
👀 About You
You don’t need to be fully qualified — but you do need exposure to financial planning and a genuine interest in the industry.
You’ll bring:
- Experience in financial planning, client services or advice support
- Familiarity with Xplan (or similar CRM)
- Strong attention to detail and follow-through
- Confidence dealing with clients professionally
- A desire to grow your career, not just “do a job”
Diploma studies or progress toward advice roles are highly regarded.
🎓 What’s In It For You
- Work with a supportive, experienced adviser team
- Real career progression (including Adviser pathway for the right person)
- Ongoing training and mentoring
- Stable role in a growing business
- Salary guide: $75k – $90k + super (experience dependent)
📍 Location
Newcastle, NSW
Hybrid flexibility available once established.