Customer Service Officer

• EARN $75,000 pa (FTE, pro-rata for part-time) + Super

• Join a Growing Boutique Financial Planning Practice With a Warm, Collaborative Culture

• Hands-On Mentoring & Training From an Experienced Adviser

About The Company

Our client is a well-established financial planning practice providing tailored wealth management advice to individuals and families across Brisbane and surrounding regions. With a client-first philosophy, the business specialises in helping clients achieve their financial goals through personalised strategies and long-term partnerships. As the business continues to grow through organic growth and strong referral partnerships, they have built a collaborative, team-first culture supported by experienced paraplanning and administration staff.

About The Opportunity

The primary purpose of this position is to work closely with an experienced Adviser, playing a key role in delivering exceptional client service while developing your technical knowledge and industry experience within financial planning.

Reporting directly to the Financial Adviser, some of your responsibilities will include:

• Supporting the Adviser with client administration

• Liaising with clients, managing enquiries and booking appointments

• Preparing review meeting documentation

• Drafting simple ROAs

• Attending client meetings and completing file notes

• Implementing financial advice recommendations

• Assisting with ongoing client service activities

About You

The successful candidate will have:

• Minimum 2+ years' experience in a customer service role within the finance or financial advice sector

• A genuine interest in financial advice

• Relevant studies or working towards a financial planning qualification (beneficial)

• Strong communication and organisational skills

• Motivation to build a long-term career in the industry

What's in it for You?

• Supportive, Small & Friendly Team Culture

• Growing Business With Ongoing Organic Growth

• Community-Focused Organisation Supporting Local Initiatives

• Long-Term Career Opportunity Within An Expanding Financial Practice

• Flexible Start and Finish Times

• Full or Part-Time Options Available - Part-Time Hours of 9:30am–2:30pm

Apply today and don't miss out on starting this opportunity as soon as possible!