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 For a confidential discussion, call 0468 496 046.
Please note, only shortlisted candidates will be contacted.
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