Client Services Officer

Client Services Officer – Financial Planning | Lutwyche, QLD

Are you ready to join a growing financial planning practice that values your contribution, supports your career development, and offers a dynamic, team-oriented environment? We are seeking a
Client Services Officer
to join our Lutwyche-based team on a permanent basis. This is an exciting opportunity for someone who wants to work closely with experienced advisers, deliver exceptional client service, and grow within a supportive and forward-thinking business.

About Us – Our Vision and Culture

At our core, we believe financial advice changes lives. Our mission is to empower clients to make confident financial decisions at every stage of life, from buying their first home to planning for retirement and aged care. We are passionate about delivering advice that is personal, practical, and impactful.

Our culture is built on:

• Collaboration:
  We work as a team, sharing knowledge and supporting each other to achieve the best outcomes for our clients.
• Innovation:
  We embrace technology and continuous improvement to make processes efficient and client experiences exceptional.
• Growth Mindset:
  We invest in our people through training, mentoring, and career development opportunities.
• Integrity:
  We do what's right for our clients, always.

About the Role

As a Client Services Officer, you will provide high-quality administrative and client support to two Financial Advisers and the broader wealth team. Your role will be integral to ensuring our clients receive an outstanding experience.

Key Responsibilities:

• Manage client review processes and maintain accurate records
• Prepare and assist with written advice documents
• Act as the first point of contact for client enquiries via phone and email
• Liaise with product providers and third parties to ensure smooth implementation
• Handle data input and organisation of client files
• Provide general administrative support and office duties

What Success Looks Like in This Role:

• Clients feel supported and valued through timely and professional communication.
• Advisers can focus on delivering advice because you manage the operational details seamlessly
• Compliance and documentation are accurate and up to date
• You proactively identify ways to improve processes and enhance client experience
• You become a trusted point of contact for clients and a reliable partner for the advice team

What We Offer

• Salary:
  $65,000 – $75,000 + Super (commensurate with experience)
• Technology:
  Access to laptops, FinTech tools, automation, and cloud-based systems
• Flexibility:
  Dynamic working arrangements for the right candidate
• Career Growth:
  Opportunities to progress into paraplanning or advice roles
• Professional Development:
  Ongoing training, mentoring, and support from experienced advisers
• Culture:
  A friendly, open-minded team environment with regular team-building and social events
• Impact:
  Be part of a vibrant workplace focused on continuous improvement and success

About You

We are looking for someone who is motivated, organised, and eager to learn. While industry experience is not essential, it will be highly regarded.

Our ideal candidate will have:

• Strong organisational and communication skills
• A positive, can-do attitude with a team-oriented approach
• Ability to manage competing priorities and work autonomously
• High attention to detail and professional presentation
• Experience with XPlan or similar CRM software (advantageous but not essential)

Why Make the Move?

If you're currently in a client services or administrative role and looking for a practice that truly values its people, offers flexibility, and provides a clear career pathway, this is your opportunity to take the next step.

Ready to join a team that invests in your future? Apply now or reach out for a confidential discussion.