About the role

You will provide timely, high-quality support to our advisers and clients. You will assist with the administration involved in delivering financial advice, help coordinate client service tasks and build trusted relationships with clients and colleagues.

About you

Ideally, you will have experience in financial planning, wealth management or a similar professional services environment. However, we will also consider someone with strong client service or administration experience and a genuine interest in the financial planning industry. You will have excellent attention to detail, strong interpersonal and communication skills, and the confidence to liaise independently with clients while contributing positively within a team.

You will be organised, honest, flexible, team-oriented and proactive.

You may be looking for a stable, long-term role as a Client Services Officer, but this role also offers a pathway to broaden your technical knowledge and potentially develop into other positions within TMFS such as an Associate Adviser or Financial Adviser over time.

About us

Tailor-Made Financial Services is an independent award-winning financial advisory firm created with a vision to help clients 'plan retirement with ease and confidence'. Our professional offices are situated in Milton and Wollongong CBD, servicing clients on the South Coast as well as interstate.

Our values underpin everything we do:

• Integrity – acting with honesty, transparency and accountability in all interactions;
• Innovation - sharing knowledge across the team, always improving, working collaboratively;
• Caring - being kind to one another, flexible work environment, family focused, and supportive;
• Enjoyment – enjoy working independently and in a team environment, with a sense of fun.

Opportunity

This is a unique opportunity to work in a stable yet dynamic