24/08/2026
We’re hiring! Join the Country Wide Wealth team.
We’re looking for an experienced Client Services Officer to join our team at Country Wide Wealth.
If you’re someone who loves working with people, is organised, enjoys variety and takes pride in providing great service, this could be the opportunity you’ve been looking for.
In this role, you’ll work closely with our Financial Advisers and clients, helping make sure everything runs smoothly from the review process through to the implementation of advice.
You’ll be involved in things like:
🤝 Building relationships with our clients
📋 Supporting Advisers with client reviews
📞 Communicating with clients and financial institutions
📝 Preparing documentation and client files
✅ Managing applications, claims and implementation of advice
👥 Attending client meetings when required
💡 Helping us improve the way we work
We’re looking for someone with at least 2 years' experience in a similar financial planning role, who is organised, proactive, detail-oriented and genuinely enjoys helping people.
And here's the good bit…
We're flexible about how the role looks. We’re open to full-time or part-time for the right person, including an 8 or 9-day fortnight.
You'll be joining a supportive, close-knit team where your contribution is valued and where there’s plenty of opportunity to learn, contribute and grow.
📍 Based on the Central Coast
If you, or someone you know could be a great fit, we'd love to hear from you.
👉 View the full position and apply via SEEK: https://au.seek.com/job/93945821
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