Client Services Administrator (IFA) — West Perth, Perth

Client Services Administrator – Financial Planning | Career Growth Opportunity Join a leading global financial planning firm and build your career in financial services. We're looking for a proactive and detail-oriented Client Services Administrator to support our financial advisers and provide exceptional service to our valued clients. About the Role: This is a fantastic opportunity to gain hands-on experience in the financial advice industry and be part of a dynamic, supportive team. You'll play a key role in ensuring smooth client service delivery and contribute to the success of a global business. Key Responsibilities: Build and manage trusted client relationships Assist in the implementation of financial advice Prepare, process and track client documentation Liaise with global teams to deliver timely client outcomes Maintain accurate client records and CRM updates Support internal teams with research, admin, and reporting Answer client and partner calls; greet visitors Manage general admin duties (mail, scanning, database updates) What You’ll Bring: Prior experience in financial services or professional office admin Excellent organisation and time management skills Strong written and verbal communication abilities High attention to detail and ability to manage multiple priorities A genuine interest in financial planning and client support Why Join bdhSterling? Supportive and inclusive team culture Ongoing training and development pathways Exposure to both UK and Australian financial planning services Competitive salary based on experience Extra day off for your birthday and bonus Christmas leave Staff discounts and award-winning Employee Assistance Program Extra annual leave with service milestones If you’re passionate about client service and ready to grow your career in financial planning, we’d love to hear from you. Apply now to join a team that truly values its people and empowers career growth.

Applications close Sunday, 27 July 2025
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