Description
About Firstunity Wealth Management
Firstunity is a boutique Australian wealth management firm committed to delivering personalised, high-quality, and holistic solutions to our clients. We partner with high-net-worth individuals, families, business owners, and SMSF trustees to help grow and protect their wealth at every stage of life. Guided by the highest professional and ethical standards, we believe exceptional client service underpins everything we do.
The Opportunity
We are seeking an experienced and highly motivated Client Service Associate to join our close-knit advisory team. This is a pivotal role, acting as the operational backbone supporting two senior financial advisers and ensuring the seamless delivery of client service and advice implementation.
This opportunity is ideal for someone who is driven, values ongoing career development, and thrives in a dynamic, client-focused environment. You will play a key role in delivering exceptional client experiences, with a strong focus on accuracy, efficiency, and attention to detail.
We are looking for someone who enjoys working in a collaborative, boutique environment rather than a large corporate setting, and who can confidently manage competing priorities while consistently delivering high-quality outcomes.
Key Responsibilities
Provide administrative support across all stages of the financial advice process
Support two senior advisers with a varied and demanding workload, proactively anticipating needs and ensuring tasks are completed accurately and on time
Liaise with clients to ensure a smooth, clear, and efficient advice experience
Maintain accurate client records and documentation within client files and the Xplan CRM system
Experience with Xplan CRM system is preferred but flexibility will be shown for candidates with transferable skills
Implement advice strategies, including preparation, execution, and tracking of all associated tasks
Manage lodgement and follow-up of new applications and ongoing maintenance with third-party providers
Respond to client queries via phone and email in a timely and professional manner
Maintain data integrity within Xplan, including investment records, transactions, and pricing updates
About You
Previous experience in a financial planning client service or adviser support role
Strong understanding of advice implementation processes, particularly across superannuation and investments
Basic awareness of superannuation and investment principles is required
Exceptional attention to detail and organisational skills
Strong communication skills, with the ability to build rapport with clients and professional partners
Proactive, motivated, and able to take initiative
Comfortable working both independently and as part of a team
Ability to manage multiple priorities and deadlines in a fast-paced environment
Commitment to ongoing learning and professional development
What We Offer
A supportive and professional team environment within a well-established boutique firm
A varied and engaging role with exposure to all aspects of financial planning
Competitive remuneration package, including performance-based incentives
Ongoing training and professional development opportunities
Flexible working arrangements
Direct exposure to senior advisers and a clear pathway for career progression
