Client Services
Build a Career in Financial Planning with a Team That Actually Supports You.
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At Focus Partners, we believe great client service is at the heart of great financial advice. We’re looking for a proactive and organised Client Services team member to join our Financial Services division and support our advisers and Client Services Manager in delivering an exceptional client experience.
This is an in-office role based in Albury, working closely with a collaborative and down-to-earth team that genuinely enjoys what we do.
Whether you already have experience in Financial Planning administration, are currently studying Financial Planning, or are looking to build a long-term career in the industry – we’d love to hear from you.
About the role
This role is a key support position within our Financial Services team. You’ll work closely with Advisers and the Client Services Manager to help coordinate the advice process, support implementation of strategies, and ensure clients feel informed and cared for every step of the way.
Your day-to-day may include:
- Preparing client review documentation and reports
- Assisting with implementation of advice recommendations
- Liaising with product providers and third parties
- Managing client communication and follow-up
- Maintaining accurate client records and systems
- Supporting advisers with administrative and operational tasks
This is a role where attention to detail, communication and organisation really matter.
About you
You’re someone who:
- Enjoys helping people and building strong relationships
- Communicates clearly and professionally
- Is organised, reliable and proactive
- Thrives in a fast-paced team environment
- Has strong attention to detail
- Enjoys learning and improving systems and processes
Experience in Financial Planning or professional services administration is highly regarded, but not essential.
If you’re already studying Financial Planning – or looking to start a pathway into the industry – this role offers genuine exposure to the advice process and the opportunity to build your career alongside experienced professionals.
Why focus partners?
We’re a locally owned Accounting and Financial Planning firm that believes business should feel human. We work hard, support each other, and genuinely care about our clients and our team.
At Focus Partners, you’ll be part of a business that:
- Values curiosity, accountability and positive partnerships
- Invests in technology and continuous improvement
- Encourages growth and professional development
- Supports career progression within Financial Services
- Has a collaborative, energetic and supportive culture
Department
Client Services (Banking & Financial Services)
Location
Albury, NSW
Employment type
Full-time
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Life at Focus Partners
We love people as much as we love numbers. And that’s a lot.
Life at Focus Partners is about balance. We work hard to deliver for our clients, but we also celebrate wins together, support each other, and make time for life outside of work. Expect Friday coffees, team lunches, and a culture that actually walks the talk on “work-life balance.”
View our current openingsWe help you get more from your money so you can get more from life.
A visit to your accountant should be inspiring, not intimidating. So we begin with you and what you want to achieve, then wrap a team of experts around you to make it happen. We’re your local financial partner, for a future you’ll love.
