* Hybrid work environment
* Opportunity to develop your career
* Stable, loyal team with strong support
Company Overview
The business is a values-led financial services firm offering integrated advice across financial planning, tax, lending, and accounting. Known for their personalised service and practical outcomes, they combine deep expertise with the flexibility of a boutique environment.Join a busy team that is passionate about service, delivering prompt, precise advice and building long-term client relationships that adapt as life changes.
Role Overview
This is an awesome opportunity to get a start in the financial planning industry. The business has an interest and structure that will support your development and progress in advice. As a Client Service Officer, you’ll play a key role in supporting the advice team by ensuring the smooth and accurate management of client administration.
Key Responsibilities:
o Handle day-to-day administrative tasks with accuracy and efficiency
o Schedule client appointments and manage follow-ups
o Maintain and update client records in XPLAN
o Support the team with the implementation of advice and related documentation
Skills & Experience
This role is ideal for someone who thrives in a detail-oriented environment, values client service, and enjoys being part of a collaborative and professional team. You have a desire to learn and develop your career within financial services.
What's on Offer
You’ll be part of a culture built on integrity, openness, and collaboration—where your contributions are recognised and your development is a priority. From regular performance reviews to ongoing training and clear growth pathways, you’ll be supported to reach your full potential.
Click on the ‘APPLY’ button or contact Teegan Watson at
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. #J-18808-Ljbffr