Description
The future of advice starts here
We're Sufficient Funds - previously awarded Australia's Employer of the Year (Women in Finance) - and we're not your average financial planning firm. We're proudly values-first, jargon-free, and genuinely obsessed with delivering real outcomes for young Australians.
Think life-first financial advice.
Think 100% virtual, long before it was cool.
Think deep impact without the corporate fluff.
We're growing fast and looking for a switched-on Client Services Officer who's ready to support life-changing advice while gearing up for their own Professional Year (ideally within the next 12–24 months).
About the Role
Full-time, remote and flexible
Support onboarding, advice prep, and implementation for our growing client base
Chat confidently with clients and providers - especially across insurance, super, and investments
Collaborate with advisers, associates, paraplanners, and the broader SF team
Be a key part of our talent incubator: we want to grow you into an SF Adviser
Bonus points if you get excited by process improvement and better ways of working
Enjoy a competitive salary, remote culture, and plenty of support
Why Sufficient Funds?
We've cracked the code on advice that actually matters to young Australians. No jargon, just smart, meaningful strategies that start with what matters most in life. Our clients aren't spreadsheets - they're people with goals, dogs, babies and Bali trips on their vision boards AND we're growing fast (75%+ YoY kind of fast).
You'll join a switched-on, values-aligned team of emotionally intelligent humans doing the best work of their careers, from wherever they call home. We're sunscreen-scented, results-obsessed, and totally committed to the long game. We grow together, laugh a lot, and deliver next-level advice that genuinely changes lives.
We'll back your growth, challenge your thinking, and create space for you to become an adviser with real impact.
What You'll Need to Bring
2–3 years in a financial planning client services or advice support role (or close to it)
Approved financial planning degree (or in the final stages)
Desire to kick off your Professional Year within 12–24 months
Excellent communication skills – especially over the phone
Strong attention to detail and initiative to spot what others miss
Comfortable with compliance and keeping things squeaky clean
Proven ability to manage your time, work remotely, and meet deadlines
Xplan skills = bonus points
A collaborative spirit, a learning mindset, and a whole lot of heart
Sound like you? Slide into our inbox with your CV and a cover letter (this is a must!) that tells us who you are and why this role has your name written all over it.
