Client Service Officer - Elite Financial Planning Firm

Reference Number:
3058211 - 3
$65000 to $70000
Work Type:
  • Fun and super friendly environment
  • Award Winning Financial Planning Firm
  • Values driven firm and client centric focused
My client is a highly successful and very well established boutique financial planning firm with offices based in Brisbane, Sydney and Melbourne.  Currently an exciting and highly rewarding opportunity has arisen for an experienced Client Services Officer to join the fun friendly team based in the new Brisbane offices.  

This business is renowned for getting to know their clients thoroughly with a solid understanding of their client's goals and aspirations.  They like the idea of growing and protecting their client's wealth ensuring their clients receive the expert advice they require.

The Role
This role will support two senior and very busy senior financial advisers who deal with HNW clients by providing implementation and administrative support - end to end processing. 

Some of the duties that the role will entail but are not limited to are as follows:
  • Making appointments with clients
  • Open and close platform accounts and wrap accounts
  • Financial Plan recommendation support including quotations, application forms, product switches and redemptions;
  • Implementation of client documents;
  • Monitor and manager review SOA MDA letters;
  • Establish new client files
  • Handling client enquiries and contact;
  • Client database management;
About You
To be considered for this role, you will have had previous experience as a Client Service Officer/Manager within the financial planning industry. 

You would preferably have the following:
  • Proven experience working as a Client Service Officer within the Financial Planning industry;
  • RG146 qualification is preferred but not essential;
  • Exceptional organisational and prioritisation skills to ensure all deadlines and responsibilities are met;
  • Attention to detail with an ability to grasp new concepts
  • Excellent communication and people skills; and
  • Strong computer and Microsoft Office suite experience
To be considered for this amazing role please email your resume asap via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Toby Walsh on 0404 971 247 or email
Date Posted:
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Consultant contact details

Consultant name: Toby Walsh

Email address:

Phone number: 0404 971 247