Office Administration / Client Service Hobart

Office Administrator/Client Service (Financial Planning)

Foundation Wealth Advisers – Bellerive, TAS

Full time | Career growth opportunity

Build your career in financial services with a supportive, qualified team

Foundation Wealth Advisers is seeking a proactive and detail-oriented Office Administrator to support our team in Bellerive. This role is central to keeping our operations running smoothly and supporting our advisers in delivering high-quality client outcomes.

This is an ideal chance for someone who enjoys structured work, takes pride in accuracy, and is interested in developing a long‑term career in financial planning.

What you’ll be doing

Managing client appointments and coordinating advisers’ calendars

Maintaining accurate client records and filing systems (digital and physical)

Preparing documentation and supporting administrative processes

Assisting with compliance requirements and internal procedures

Providing administrative support across the team

Chance to assist with paraplanning tasks and develop financial advice skills (training provided for the right candidate)

What we’re looking for

Experience in an administrative role (financial services experience is advantageous but not essential)

Strong organisational skills and high attention to detail

Confident written and verbal communication skills

Proficiency in Microsoft Office (Word, Excel, Outlook)

A skilled, reliable, and team‑focused approach

Ability to manage priorities and work with minimal supervision

What we offer

Competitive salary package (based on experience)

Clear career pathway into paraplanning or financial advice

Ongoing training and professional development

A supportive, close‑knit team environment

Flexibility when needed to support work‑life balance

About us

Foundation Wealth Advisers is a boutique financial planning firm supporting clients across Tasmania and Australia. We are committed to delivering tailored advice and building long‑term client relationships.

Apply now

If you're looking for a role where you can develop your skills and build a career in financial services, we’d love to hear from you.

Apply via Seek with your resume and a short cover letter outlining your interest.

J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rly8a