Financial Planning Professional

3 days ago


Brisbane, Queensland, Australia beBeeCustomerService Full time $71,150 - $78,951
Client Services Role

We are seeking a dedicated and client-focused professional to join our team.

  • This is a mid-senior level position requiring someone with solid financial planning experience and comprehensive industry knowledge.

As a Client Services Officer, you will play a vital role in delivering an exceptional client experience from start to finish.

The ideal candidate will have:

  • A solid background in financial planning with comprehensive knowledge of industry practices, products and compliance requirements
  • Proficient in XPLAN
  • Outstanding communication abilities both written and verbal with meticulous attention to detail
  • Excellent organisational skills with the ability to juggle multiple priorities and deadlines effectively
  • Someone who loves working as part of a team and has natural people skills
  • Passionate about delivering exceptional service and nurturing client relationships
  • Advanced Microsoft Office capabilities
  • RG146 or a relevant tertiary qualification and/or relevant experience
About This Opportunity

We offer a competitive remuneration package commensurate with experience. You will also have the opportunity to work with a highly motivated and passionate team in a supportive management environment.



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