Coastwise Wealth

Job Title: Client Service Officer / Financial Planning Assistant

Location: Sunshine Coast – Buddina/Kawana
Employment Type: Full-Time
Reports To: Financial Planners

While Coastwise Wealth was established in 2025 and commences trading 01st July 2025, it represents the next chapter of Essential Advice Pty Ltd, a trusted name in Financial Planning on the Sunshine Coast since 2002.

The transition to Coastwise Wealth follows the retirement of Essential Advice’s founding Principal.

Three members of the existing team - bringing over 32 years of combined experience with Essential Advice - have acquired the business and now lead the firm as it looks to continue to serve a long-standing and valued client base.

We are currently looking for a dedicated and enthusiastic Client Service Officer / Financial Planning Assistant to join our growing practice.

Why Join Us?

Competitive salary and benefits package

Opportunities for professional growth

Collaborative and supportive team culture

If you are passionate about helping people and thrive in a detail-oriented, client-focused environment, we’d love to hear from you.

Job Summary

We are seeking a highly organised, detail-oriented, and client-focused applicant to support our team. In this pivotal role, you will contribute to the delivery of exceptional client service by managing key administrative functions and assisting advisers in implementing personalised financial strategies.

The ideal candidate is proactive, professional, and takes pride in creating a smooth and engaging experience for clients.

Key Responsibilities:

Client Support: Serve as a primary point of contact for clients, addressing inquiries, scheduling appointments, and ensuring timely follow-ups.

Administrative Duties: Prepare and organise client documents, financial reports, and presentations; maintain accurate client records in CRM systems; and manage correspondence.

Financial Planning Assistance: Assist financial planners in gathering client data, preparing financial plans, and conducting research.

Meeting Coordination: Schedule and coordinate client meetings, including preparing agendas, materials, and post-meeting summaries.

Compliance and Record-Keeping: Ensure all client files and documentation comply with regulatory requirements and company policies.

Desired Experience:

1-3 years of experience in client service, financial services, or administrative support.

Previous experience in Financial Planning/Banking or Wealth Management will be highly regarded.

Skills:

Exceptional interpersonal and communication skills.

Strong organisational and time-management abilities, with keen attention to detail.

Proficiency in Microsoft Office Suite.

Familiarity with financial planning software (e.g. AdviserLogic) is a plus

Ability to handle sensitive and confidential information with discretion

Ability to think outside of the box and be adaptable to change

How to Apply:

Please submit your resume and a cover letter detailing your qualifications and interest in the role to April Shorter – [email protected]

Applications will be reviewed on a rolling basis until our desired applicant is found.

Coastwise Wealth is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.