Hybrid work environmentOpportunity to develop your careerStable, loyal team with strong supportCompany OverviewThe 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 OverviewThis 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:Handle day-to-day administrative tasks with accuracy and efficiencySchedule client appointments and manage follow-upsMaintain and update client records in XPLANSupport the team with the implementation of advice and related documentationSkills & ExperienceThis 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 OfferYou’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 teegan.watson@profusiongroup.comWe 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