Client Services (Financial Planning)

Build a Career That Makes a Difference

At Finwest, we're passionate about helping clients create financial confidence and achieve their life goals. As a growing and highly respected financial planning practice, we've built our reputation on trusted advice, exceptional client service, and strong long-term relationships.

We're looking for an experienced Client Services Specialist who thrives on delivering outstanding client experiences and enjoys being a key part of a collaborative, high-performing team. If you're organised, proactive, client-focused and looking for a role where your contribution is genuinely valued, we'd love to hear from you.

Why Join Finwest?

At Finwest, you'll be more than just a support team member. You'll play a critical role in helping our advisers deliver life-changing outcomes for our clients.

What We Offer

• A supportive and collaborative team culture

• A growing business where your ideas and contribution are valued

• A modern South Perth office environment

• Exposure to all aspects of the financial planning process

• The chance to make a genuine difference in clients' financial lives

• A business that recognises and appreciates the importance of exceptional client service

• Opportunities for professional development and career progression

 About the Role

As our Client Services Specialist, you'll be the vital link between our clients, advisers and product providers, ensuring advice strategies are implemented accurately, efficiently and professionally.

You'll manage a diverse range of responsibilities, from onboarding new clients and coordinating advice implementation through to maintaining compliance standards and supporting process improvements.

This is an ideal opportunity for someone who enjoys working in a fast-paced environment, takes pride in delivering exceptional service, and is seeking a long-term career within financial planning.

What You'll Be Doing

• Delivering an outstanding client experience at every touchpoint

• Acting as a key contact for clients throughout their advice journey

• Managing client onboarding and account establishment processes

• Coordinating the implementation of financial advice recommendations

• Liaising with advisers, product providers and internal stakeholders

• Maintaining accurate client records and documentation

• Ensuring compliance with industry and regulatory requirements

• Utilising Plutosoft and other systems to manage workflows and reporting

• Identifying opportunities to improve processes and enhance efficiency

• Contributing positively to our high-performance, client-first culture

 What You'll Bring

Essential

• Previous experience in a client services, administration or support role within financial planning, wealth management or financial services

• Exceptional organisation and time management skills

• Strong attention to detail and commitment to accuracy

• Excellent communication and relationship-building abilities

• Ability to manage multiple priorities and meet deadlines

• Proactive problem-solving capabilities and a solutions-focused approach

• A genuine passion for delivering outstanding client outcomes

Highly Regarded

• 3+ years' experience within a financial planning practice

• Understanding of advice implementation processes

• Knowledge of financial products and investment platforms

• Experience using Plutosoft or similar financial planning software

Why You'll Love Working at Finwest

This isn't a traditional administration role.

At Finwest, you'll become an integral part of the advice process, working closely with experienced advisers while building meaningful relationships with clients. You'll have the opportunity to develop your skills, contribute ideas, and play a key role in a business that genuinely values both its clients and its people.

If you're looking for a position where you can grow professionally, be recognised for your contribution, and work with a team that enjoys what they do, we'd love to hear from you.