About the Company

This well-established financial services firm has been helping Australians make smarter financial decisions for over two decades. With a commitment to long-term client relationships over transactions, the business delivers tailored financial planning and mortgage broking solutions that empower people to grow, protect and manage their wealth with confidence.

The firm supports a diverse portfolio of  clients , ranging from medical professionals, senior executives and business owners to families planning for the future . Guided by integrity and genuine care, the team provides strategic financial advice.

Why You’ll Love It Here

• Established, reputable firm with strong year-on-year growth

• Inclusive, relationship-focused culture — no egos, no bureaucracy

• Mentorship from highly experienced financial advisers

• Professional, modern office environment that invests in team development

• Regular team collaboration days and a people-first culture

About the Role

We are seeking a Office Support Coordinator to join the team and play a key role in supporting client meetings, advice preparation and office operations. This role is perfect for someone who enjoys being the backbone of a professional team and is organised, proactive and client-focused.
You’ll work closely with senior advisers to deliver high-quality client experiences and efficient workflow support across  Financial Planning team .

What You’ll Be Doing

• Prepare and organise review meetings and appointments

• Curate and prepare documents for client meetings, including summary packs

• Prepare file notes and action tasks from adviser meetings

• Manage printing, binding and uploading documentation to iPads for client presentations

• Use Xplan to update records, roll over tasks and manage advice workflows

• Book meetings and manage diaries in the CRM

• Coordinate office supplies, stationery and team logistics

• Support a smooth client experience through professional service and communication

• Assist in organising office events and team lunches

• Follow company procedures to ensure compliance and process efficiency

What You Bring

• Previous experience in financial services, customer service, administration or office support

• Strong organisational skills with the ability to multitask and meet deadlines

• Confidence using CRMs (Xplan preferred) and Microsoft Office

• Warm, engaging personality with excellent communication skills

• Can-do attitude and willingness to support wherever needed

• Professional presentation and strong attention to detail

• Team player who thrives in a supportive, fast-paced environment

Desirable

• Experience in a financial planning firm

• Knowledge of Xplan or similar advice software

• Understanding of basic financial advice documents

Apply Now

If you're a proactive, people-focused professional who takes pride in supporting great client experiences we’d love to hear from you.
Click APPLY or send your resume to jarrod@brookrecruitment.com.au