Client Services Associate

21 hours ago

Geraldton, Western Australia HPH Solutions Full time $45,000 - $60,000 per year

Kickstart Your Career in Financial Planning – Geraldton

Ready to build a long-term career in financial advice?

HPH Solutions is seeking a motivated individual to join our Geraldton team as a Client Services Associate – the first step in an exciting career pathway toward becoming a financial planner.

If you've started or completed a qualification in Financial Planning or a related finance field, this is your chance to put your skills into practice, learn from experienced advisers, and grow with a firm that invests in your future.

At HPH, we're more than just a workplace – we're a supportive team that values professional development, collaboration, and long-term success.

Key responsibilities

  • Manage client enquiries and requests in a timely and professional manner
  • Assist with the preparation of financial planning documents and reports
  • Coordinate client meetings and appointments
  • Maintain accurate client records and database management
  • Support the financial planning team with ad-hoc administrative tasks
  • Ensure compliance with relevant financial services regulations and internal policies

What we're looking for

  • An ideal graduate-level opportunity for candidates with a relevant qualification who are looking to launch their professional career in the Financial Planning profession
  • Strong organisational and time management skills with the ability to prioritise tasks effectively
  • Excellent communication and interpersonal skills with a focus on providing exceptional customer service
  • Proficient in using Microsoft Office suite
  • A proactive and collaborative team-oriented approach
  • Knowledge of financial planning processes and regulatory requirements

What we offer

At HPH Solutions, we believe in creating a supportive and inclusive work environment that allows our employees to thrive. We offer a range of competitive benefits, including:

  • Opportunities for professional development and career progression
  • Flexible work arrangements to support work-life balance
  • Supported path to Employee Share Ownership

About us

HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients.

If you're ready to join a dynamic and supportive team, we encourage you to apply now.

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