Job Description

Looking for a role where you can support clients and advisers while growing your financial services career?

Who we are

At Coastal Advisory Australia, we help Australians achieve financial confidence through trusted advice, meaningful relationships and long-term thinking.

We’re a growing national business, bringing together the expertise and resources of a larger organisation with the personalised service of local advice, accounting & lending teams. As we continue to grow, we’re also creating new opportunities for our people to develop, specialise and build rewarding careers.

The opportunity

As we continue to grow, we're seeking a Centrelink Coordinator to join our team. You'll support both clients and advisers with Centrelink applications, administration, and ongoing client enquiries, while building valuable technical expertise across a broad range of client matters.

This is an excellent opportunity for someone looking to deepen their knowledge and develop a specialist skill set. Whether you've started your career in financial planning, have experience working with Centrelink, or come from a client administration background, this role offers a clear pathway for professional growth.

The impact you'll have

You’ll work closely with our Centrelink specialist and Financial Advisers to help keep Centrelink matters moving.

In this role, you will:

• Prepare and progress Centrelink applications, reviews and supporting documentation.
• Communicate with clients about information, documentation and application progress.
• Liaise with Centrelink and other relevant stakeholders.
• Maintain accurate client records and manage allocated matters through to completion.
• Support the Centrelink team with systems, processes and ongoing administration.

As your knowledge develops, you’ll have the opportunity to take greater ownership of routine Centrelink matters while continuing to be supported on more complex or technical cases.

What you'll bring

To succeed in this role, you'll bring strong organisational skills and 6-12 months of relevant experience within financial planning, Centrelink, financial services, or client administration.

You will have:

• Confidence communicating with clients and internal stakeholders.
• A high level of accuracy and attention to detail.
• The ability to manage competing priorities and follow established processes.
• A genuine interest in developing specialist Centrelink expertise.

Why join Coastal?

This is an opportunity to take the experience you’ve already built and develop a genuine technical specialisation. You’ll be supported to grow your Centrelink knowledge, work directly with clients and advisers, and build capability in an area that supports clients across our national business.

We offer:

• Discounted Financial Advice
• Complimentary Annual Tax Returns
• Salary sacrificing for Novated Leases
• Purchased leave options
• A culture built around our guiding principles: People First; Work Together/Win Together; No Limiting Beliefs and 100% of the Truth, 100% of the Time

Ready to join us?

If you’re looking for your next step in financial planning and want to build a specialist career, we’d like to hear from you.

Apply now to join Coastal Advisory Australia.

Due to high application numbers, only successful candidates will be contacted.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.