Client Service Officer (CS0) – Boutique Financial Planning Practice | Buderim

ES&A is a well-established financial planning practice based in Buderim, proudly serving our clients for over 30 years. Specialising in retirement planning, we offer tailored advice across superannuation platforms, SMSFs, cash and share trading accounts.

The office environment is busy, but we pride ourselves on ensuring the atmosphere is positive and collaborative and we promote work-life balance and flexibility. Being a small team, we are looking for someone who will not only enjoy the work and feel fulfilled but also enjoy the team culture.

Key Responsibilities

Client Experience - foster professional, genuine, and meaningful connections that build confidence and trust with clients - by phone, email, and in person.

Advice Delivery - preparing and facilitating pre and post meeting activities.

Assist with basic Record of Advice (ROA) documentation

Implementation of advice including following through applications from beginning to end.

Provide other ad hoc general administrative and client service responsibilities as required. Processing all requests for clients and advisers by appropriate deadlines.

Updating client records to ensure compliance and data recording standards are met.

Skills & Experience

Understanding of holistic financial advice is highly regarded

Exceptional communication and interpersonal skills with a client-focused approach.

Ability to manage multiple tasks and prioritise workload effectively.

High attention to detail and organisational skills.

Proficiency in CRM systems, such as Xplan and Microsoft Office Suite OR a willingness to learn our systems and processes.

What’s In It For You?

Flexible Work Options - With the option of a 9-day fortnight and hybrid working arrangements possible.

Support - A down-to-earth team that genuinely supports each other and shares the same values.

Stability & Trust: work with a long-standing reputable firm.

Visit www.esafinance.com.au to learn more about us.

How to Apply

We’d love to know what brings you here. Please include a cover letter telling us why this role interests you and why you think you’d be a great fit.

Successful applicants will be contacted for an initial phone conversation and we will endeavour to provide all applicants an update on the position in a timely manner.