Wholesale Client Administrator

3 days ago

Bentleigh Victoria, Australia Sherpa Financial Group, Australia Full time $90,000 - $120,000 per year

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public-facing job description
 suitable for Seek, Indeed, or your company careers page — styled for clarity, professionalism, and searchability:

Wholesale Client Administrator

Boutique Financial Planning Practice | Full-Time | Based in Bentleigh (Melbourne Bayside)

About Us

We're a fast-growing boutique financial planning firm that services high-net-worth individuals and 
wholesale clients
. Our reputation is built on attention to detail, exceptional client service, and proactive strategy. We're now seeking a 
Wholesale Client Administrator
 to support our advisory and operations team and help us scale with quality.

The Role

You'll be responsible for managing and coordinating the end-to-end administration for wholesale client matters, including onboarding, compliance support, and liaison with external providers. This is a critical role that keeps the business running smoothly and ensures our client service is second to none.

Key Responsibilities

  • Coordinate onboarding and implementation for wholesale clients
  • Maintain CRM accuracy (XPlan, Worksorted or similar)
  • Prepare and manage client documentation and compliance records
  • Liaise with fund managers, accountants, and investment platforms
  • Assist advisers and paraplanners with client file preparation and follow-up
  • Track and support regulatory reporting requirements

Skills & Experience Required

  • Minimum 2 years' administration experience in financial services
  • Knowledge of wholesale client structures, SMSFs, and investment platforms
  • Experience with financial planning software (XPlan, Worksorted or similar)
  • Excellent attention to detail, time management, and follow-through
  • Strong written and verbal communication skills
  • Ability to work independently and collaborate within a small team

What We Offer

  • Full-time permanent position based in our modern Bentleigh office
  • Competitive salary commensurate with experience
  • Work directly with senior advisers and management
  • Opportunities for growth and professional development
  • Supportive, high-performing team environment
  • Close to public transport and cafes/shops

This role is ideal for someone who thrives in a structured environment and wants to work closely with a boutique team supporting sophisticated client strategies.

How to Apply

Please submit your 
CV
 and a 
cover letter
 outlining your experience and why you'd be a great fit for this role.

We're looking to fill this role ASAP and will be interviewing as applications come in.

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