[Only 24h Left] Client Service Manager | $80-90k | Gold Coast

2 weeks ago

Gold Coast City, Australia Tri-County Ambulance Service, Inc Full time

This role will suit an experienced client service or administration professional seeking to further develop a career in the Financial Advice sector.

- Gold Coast - work close to home

- Mature Financial Planning business

- Xplan Skills highly valued

- Client Centric advice focussed

- Learn from best

- Variety, mentoring and growth position.

A fantastic opportunity has arisen to be a member of a successful, expanding Financial Planning business with practices in Victoria, Tasmania and Queensland.

The Business

Mature Boutique, 'high touch' financial advice business with five Senior Financial Advisers and growing national footprint. Dynamic, innovative, fast paced business with a market leading management team.

You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.

The Position

The primary objective of the role is to provide high level service to clients and support the Financial Planner/s with client enquiries, client reviews and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function with a team of outsourced professionals.

The initial focus of the role will be to support the establishment of the new office in Robina, and assist the advice client base to be transitioned to Xplan.

Responsibilities:

- Implementation of SOA's / ROA's

- Prepare and process application forms

- Updating and maintaining client information within the Xplan database

- Administration and processing of client documentation

- Manage and respond to client queries

- Make and manage client appointments

- Maintain and uphold data integrity

- Adhere to all relevant risk and compliance obligations

- General administration

The Benefits

The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.

Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career. Continued professional training and the opportunity to complete your Professional Year and take on an Associate Adviser role in time.

The Person - 'YOU'

Ideal applicants will have 2-3 years or more experience in a Client Service or Administration role in the financial advice sector.

- Experience withXplanpreferred

- Experience in delivering high quality client service

- Excellent written and verbal communication skills

- Strong skills inMicrosoft Teams, Word,Excel, and Outlook

- A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team

- Well organised with excellent attention to detail

- The ability to manage multiple tasks and deliver to deadlines

- An adaptable and flexible nature

- Strong problem-solving ability

Remuneration

A competitive salary is on offer dependent on qualifications and experience.

#J-18808-Ljbffr

  • Assistant Office

    6 days ago

    Gold Coast, Queensland, Australia Cdmguru Full time $85,000 - $90,000 per year

    ASSISTANT OFFICE / PRACTICE MANAGER – GOLD COAST - ACCOUNTING FIRM - $85-$90K+ SUPER (NEG) (Job ID 820)​​Ready to take on a newly created role where no two days are the same?Want to step up into Practice Management and lead with innovation, tech, and AI?Looking for a rewarding package with bonuses + onsite parking in the heart of the Gold Coast?Our...

  • Manager, Business Advisory And Smsf – Gold Coast

    6 days ago

    Gold Coast, Queensland, Australia Cdmguru Full time $90,000 - $160,000 per year

    MANAGER, BUSINESS ADVISORY AND SMSF – GOLD COAST (Job ID 686) 1.PARTNERSHIP PROSPECTS FOR SENIOR TAX /BUSINESS ADVISORY DEVELOPMENT MANAGER -  GOLD COAST CENTRAL - WELL-ESTABLISHED FIRM - $160K NEG (Job ID 595)  Are you a Senior Director level tax professional looking for a partnership who is well-connected on the Gold Coast? Do you have a passion for...

  • Assistant Office/Practice Manager, Client Services Officer, Receptionist –Gold Coast

    6 days ago

    Gold Coast, Queensland, Australia Cdmguru Full time $60,000 - $90,000 per year

    ASSISTANT OFFICE/PRACTICE MANAGER, CLIENT SERVICES OFFICER, RECEPTIONIST –GOLD COAST - PUBLIC PRACTICE FIRM (Job ID 726) ​​​1.ASSISTANT OFFICE / PRACTICE MANAGER – ACCOUNTING FIRM GOLD COAST $85 - $90K + super neg (Job ID 820) Ready to take on a newly created role where no two days are the same? Want to step up into Practice Management and lead...

  • NDIS Disability Support Worker – Gold Coast South

    3 weeks ago

    Gold Coast City, Australia Right at Home Full time

    NDIS Disability Support Worker – Gold Coast South NDIS Disability Support Worker – Gold Coast South Empowering independence. Supporting the community. Making a difference. About Us Right at Home Gold Coast is a leading provider of high-quality in-home support services, helping individuals living with a disability to live independently, safely, and with...

  • 15h Left: Handyperson

    5 days ago

    Gold Coast City, Australia Event hospitality & entertainment Limited Full time

    QT Gold Coast, 7 Staghorn Avenue, Gold Coast, Queensland, Australia QT Gold Coast is part of EVT, and being a part of EVT means believing in changing the game. Why? Because no one wants ordinary. If you're seeking to be part of the kind of wow-factor moments you can help shape, then you've come to the right place. About EVT: As market-leading experience...

  • ▷ Only 24h Left! Service Officer

    3 weeks ago

    Gold Coast City, Australia FreddyMatch IP Pty Full time

    Bring your professional manner and customer service skills to engage and connect with our VGC Members to build a strong network that will enhance our social impact within the Gold Coast community. The role Would you like to engage with organisations and not-for-profits? If you believe in the power of volunteering and are eager to work with organisations...

  • ▷ Only 24h Left! Rockwear Christmas Stylists

    3 weeks ago

    Gold Coast City, Australia Rockwear International Pty Full time

    Rockwear Christmas Stylists - Gold Coast, QLD Gold Coast QLD, Australia Posted Thursday 4 September 2025 at 2:00 pm We’re looking for fun and energetic individuals to join the Rockwear team this Christmas at DFO Harbour Town At Rockwear, our mission is to empower every woman to feel strong inside and out, to lift each other up and have fun sweating it...

  • Client Service Officer

    3 weeks ago

    Gold Coast City, Australia Class Limited Full time

    HUB24 Contact Centre Role HUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work. HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...

  • [Only 24h Left] End User Computer

    4 weeks ago

    Gold Coast City, Australia Hastha Solutions Full time

    End User Computer (EUC) Support Technician / Specialist - Contract - Gold Coast Gold Coast, Australia | Posted on 09/16/2025 Urgent requirement of End User Computer (EUC) Support Technician / Specialist - Contract - Gold Coast. Responsibilities - Provide level 2 technical support to end users in person, over the phone, or via remote tools. -...

  • Manager of Partnerships and Operations

    4 days ago

    Gold Coast, Queensland, Australia Brand Gold Coast Full time $60,000 - $100,000 per year

    About Brand Gold CoastThe Gold Coast's reputation is one of its most valuable assets. Australians and visitors from around the world know us for our beaches, events, and theme parks. What is the broader story we tell about our city as a place to live, work, invest, study, and visit? And what is the plan to bring it all together? This is an exciting time...