Senior Client Service Administrator

Join a Hobart financial planning practice to play a pivotal role in delivering outstanding client experiences.

Your new company
This established financial planning practice has built a strong reputation for delivering personalised advice and exceptional client service across Tasmania. With a modern, technology-driven approach and a commitment to long-term client relationships, the business provides expert guidance across wealth creation, retirement planning, investments and personal insurance. The team prides itself on professionalism, collaboration and creating positive outcomes for clients.Your new role
Due to continued growth, an exciting opportunity has become available for an experienced Senior Client Services Administrator to join a high-performing wealth management team based in Hobart.As a key member of the business, you will play a critical role in delivering an outstanding client experience while supporting advisers with the administration and implementation of financial advice strategies. You will act as a trusted point of contact for clients, coordinate advice processes, manage compliance requirements and contribute to the ongoing success of the practice.Key responsibilities will include:

Managing client enquiries and maintaining strong ongoing relationships Coordinating client reviews and ongoing communication throughout the advice process Preparing client correspondence and documentation Managing the implementation of financial advice recommendations from start to finish Liaising with product providers, insurers, superannuation funds and investment platforms Maintaining accurate client records and CRM systems Supporting advisers with compliance obligations, SOAs, ROAs and ongoing service agreements Monitoring workflows, service standards and administrative processes Identifying opportunities for continuous improvement and enhanced client experiences.

What you'll need to succeed
To be successful in this position, you will have previous experience in a Client Services Administrator role within financial planning, wealth management or financial services. You will possess strong organisational skills, exceptional attention to detail and the ability to build trusted relationships with clients and stakeholders alike.You will also demonstrate:
Experience working within financial planning or wealth managementA strong understanding of financial advice administration processesExcellent communication and stakeholder engagement skillsThe ability to manage multiple priorities and deadlinesStrong Microsoft Office and computer skillsA proactive approach and commitment to delivering exceptional serviceWhat you'll get in return
In return, you'll join a respected financial planning business offering a supportive and professional environment where your contribution will be valued. You'll have the opportunity to work alongside an experienced adviser, develop your career within a growing practice and make a genuine impact on client outcomes.What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Emily via Emily.Nuttall@hays.com.au or 6108 5556.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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