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Retirement Planning Coordinator

2 weeks ago

Gold Coast, Queensland, Australia Torowealth Full time

Toro Wealth specialises in delivering tailored retirement planning advice to Australians approaching or in retirement. With a focus on strategic guidance and minimal product recommendations, we help create a secure and fulfilling post-work life.

We are seeking an experienced Client Services Officer to join our dynamic team on the Gold Coast. This permanent, full-time position will be based at our Mermaid Beach office and offer a unique opportunity for professional growth and development.

About the Job Description

The successful candidate will have:

  • A minimum of three years' experience in a financial planning client services role
  • Excellent written and verbal communication skills
  • Highly organised with good time-management skills
  • Experience with Microsoft Word and Excel
  • Knowledge of XPLAN (an advantage)

You will work closely with our experienced team to deliver exceptional client service, manage adviser calendars, and facilitate the advice process.

Able to work autonomously and effectively manage your workload, you will thrive in our fast-paced and dynamic environment.