About the role
Join a high-performing client services team supporting financial advisers and business partners. Make key decisions, streamline workflows, and maintain exceptional client relationships in a fast-paced environment. Report directly to business partners and advisers.

Key responsibilities

• Prepare client packs, reports, and review documents
• Implement SOAs and ROAs accurately and promptly
• Coordinate with product and insurance providers
• Maintain proactive client communication and relationships
• Follow up on outstanding documentation for timely submission
• Keep client records updated in CRM systems
• Liaise with paraplanners and advisers to ensure smooth workflows

Skills & Experience

• Client Services Officer experience in financial planning
• Strong understanding of financial planning processes
• Proficient with Xplan workflows and tasks
• Excellent attention to detail and time management
• Thrive under pressure and prioritise effectively

Benefits

• Competitive salary package
• Professional development opportunities
• Positive, inclusive work culture
• Low staff turnover reflecting employee satisfaction
• Clear career growth pathways
• Health and wellness programs

About the company / Culture
Our client, based in the southern suburbs of the Gold Coast, is renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive, collaborative work environment, evidenced by low staff turnover.

People enjoy working in this team because of the supportive culture, professional growth, and commitment to work-life balance.

How to apply
Click APPLY, or send your resume to Scott Munro at [email protected]. For a confidential discussion, call 0468 496 046.

Please note, only shortlisted candidates will be contacted.