Are you a detail-oriented professional with a passion for delivering exceptional client service? We are seeking a Client Services Officer to join our growing financial planning practice in Runaway Bay. This is an exciting opportunity for someone with a positive attitude and strong administrative skills to support our adviser and clients through the implementation of tailored financial strategies.

About the Role

As a Client Services Officer, you will work closely with our financial adviser to manage the implementation of recommendations outlined in Statements of Advice (SoAs). You will also be a key point of contact for our valued clients, ensuring a seamless and high-quality experience from start to finish.

Key Responsibilities

Maintain and manage client appointments and review schedules

Prepare accurate documentation for SoA meetings

Implementation of SoA strategies

Provide proactive and professional support to our clients

Act as a personal assistant to the adviser as required

Prepare SoAs and forms for implementation meetings

Manage insurance applications and underwriting processes

Liaise with clients and build rapport

Lodge forms with product providers and follow through to completion

Manage client withdrawals and other account tasks

Handle ad hoc administration duties

Ensure compliance standards are consistently met

Communicate effectively and clearly with clients throughout the process

Support continuous improvement of internal processes

Positively contribute to team meetings and a collaborative environment

About You

We’re looking for someone who is not only capable but enthusiastic about making a difference in the lives of clients and supporting the growth of our practice.

The ideal candidate will have:

A genuine interest in a career within the financial planning industry

Previous experience in a similar role (highly regarded)

Knowledge of XPlan or similar CRM software (preferred)

Outstanding communication, organisational and interpersonal skills

Strong attention to detail and the ability to manage a large workload

A polished, professional, and personable manner

Ability to work both independently and as part of a team

A process-driven mindset with a willingness to contribute to business improvements

Why Join Us?

Be part of a dedicated, friendly, and forward-thinking team

Gain exposure to all facets of financial planning support

Grow your career in a supportive and rewarding environment

How to Apply

To apply, please submit your resume (PDF format) along with a cover letter outlining your interest in the role and how your skills align with the position.
Please note: Applications without a cover letter will not be considered.