We're on the lookout for an experienced Client Service Officer to join our TFC Financial team in Toowoomba—someone who thrives in a client-focused role, enjoys the detail, and is excited about growing in the financial planning space.

About Us

TFC Financial, proudly partnered with Lumos Advisory, a family of regional businesses passionate about supporting clients through every stage of their financial journey. From tax and accounting to wealth planning and business advisory, our focus is on meaningful advice, long-term relationships, and empowering clients to feel confident in their financial future.

What You'll Be Doing

Supporting our financial planning team to deliver a seamless and personal client experience

Coordinating appointments and keeping the team running smoothly

Managing client communications with warmth and care

Assisting with preparation of documents including SOAs, portfolio reviews, and compliance paperwork

Handling client data and records with accuracy and confidentiality

Providing general admin support with a smile

Please note: This role is based in-office in Toowoomba

What You’ll Bring

Friendly, down-to-earth communication style

Strong organisational skills and a high attention to detail

Some experience in financial services or admin roles (bonus points for Xplan or Microsoft Teams know-how)

A team-first attitude and a willingness to learn

Confidence working across digital tools (Office, phone systems, file management, etc.)

Why You’ll Love It Here

Supportive, close-knit team who genuinely care

Ongoing professional development and career pathways

Great central location in Toowoomba

Competitive salary with real work-life balance

Apply Now

If you’re local to Toowoomba and looking for a role that feels as meaningful as it is rewarding — we’d love to hear from you.

Please note: This role is open to candidates based in the Toowoomba region only.