Client Service Officer

EARN $85,000 + Super + Bonus | Flexible Fridays + Monthly Team Lunch

Join a Reputable, Self Licensed Financial Planning Firm Based In Robina

Long Term Career Opportunities | Supportive & Tight Knit Team Environment

About The Company

Our client is a fully self-licensed, independent financial planning business with over 35 years of experience delivering specialist retirement advice to clients and families across Australia. With a clear mission to deliver sustainable, best interest advice and a strong culture built on respect, honesty, accountability and relationships, they pride themselves on fostering trusted, long-term client connections.

About The Opportunity

The primary purpose of this position is to ensure high-quality, professional client service and to provide critical administrative support to Advisers and the technical team.

Reporting directly to the Licence and Administrative Co-ordinator, some of your responsibilities will include:

• Maintaining accurate client records and data in Xplan and SharePoint
• Supporting compliance, documentation, adviser diaries, and internal workflow
• Proactively supporting Advisers in delivering new business and ongoing services
• Liaising with fund managers, Centrelink, share registries and other key stakeholders
• Managing the client experience across phone, email and face-to-face communication
• Participating in internal meetings and contributing to a culture of continual improvement
• Preparing client files, reports and implementation documents, including superannuation, pension and investment portfolios

About You

The successful candidate will have:

• Minimum 3 years’ experience in a client service or financial services admin role
• Xplan experience preferred
• Diploma of Financial Services (preferred)
• Excellent organisational and communication skills
• Strong attention to detail and high level of integrity
• Sound understanding of financial planning concepts and services
• Adaptability, initiative, and a proactive approach to problem solving
• A team-first attitude, professional demeanour, and ability to meet deadlines

What's In It For You?

• Off-Street Parking Available
• Friday Morning Coffee Runs
• $85K + Super + Annual Bonus Up To 5%
• Full Time, In-Office Role-Based In Robina, QLD
• Monthly Team Lunch Paid For By The Company
• Flexible Fridays – Leave Early If Weekly Work Is On Track
• Long-Term Career Opportunity With A Stable, Respected Firm
• Friendly, Collaborative Team Where All Advisers Are Equity Partners

Apply today and don’t miss out on this exceptional opportunity to join a company that truly values its people and clients.