Are you an ambitious Client Services Officer or Financial Planning Administrator looking for more than a traditional support role?

Our client is a growing, technology-forward financial advice firm seeking a confident and highly motivated individual to join its fast-paced team. This is an opportunity for someone who enjoys being busy, communicating with clients, taking ownership, and building a long-term career in financial advice.

The firm operates in a high-volume, fee-for-service environment and with solid demand for advice and a broad client base, this role will provide exposure to the full advice process while offering a genuine pathway toward becoming a Financial Adviser.

The Opportunity

Working closely with a team of experienced Financial Advisers, you will play a key role in managing client relationships, coordinating appointments, supporting advice implementation, and ensuring the client journey runs smoothly.

This is not a passive back-office administration position. You will be heavily involved in client communication, expected to manage competing priorities, and encouraged to take initiative in a fast-moving environment.

Key Responsibilities

- Manage adviser diaries, client appointments, and meeting coordination
- Communicate confidently with clients over the phone and assist with ongoing client enquiries
- Coordinate and manage client workflows throughout the advice process
- Liaise with product providers and external stakeholders
- Support the implementation of financial advice and follow up on outstanding requirements
- Prepare and maintain accurate client records and documentation
- Assist with pre- and post-meeting administration




- Help manage a high volume of client activity while maintaining a strong attention to detail

About You

You will be ambitious, adaptable, and comfortable working in a high-performance environment. The successful candidate will be someone who wants to build a career rather than remain in the same support position long term.

You may currently be working as a:

- Client Services Officer
- Client Services Manager
- Practice Support Officer

To be successful, you will demonstrate:

- Strong attention to detail and organisational skills
- Confidence communicating with clients, particularly over the phone
- Experience managing diaries, appointments, and competing priorities
- A proactive and hardworking approach
- Strong administrative and technical capabilities
- The ability to remain organised in a quick-paced environment
- A professional, personable, and client-focused communication style
- A willingness to learn and take on increasing responsibility
- Confidence using technology and adapting to new systems
- Experience working with Apple/Mac-based systems, or the ability to adapt quickly

What’s on Offer

- Genuine pathway toward becoming a Financial Adviser
- Exposure to a broad range of financial planning strategies and clients
- Hands-on involvement throughout the advice and implementation process
- Direct mentoring and development from experienced advisers
- A high-energy, collaborative, and growth-focused environment
- Exposure to modern technology and AI-driven business processes
- The opportunity to take on greater responsibility as your capability develops

If you are motivated, client-focused, confident on the phone, and eager to build a long-term career in financial advice, we would like to hear from you.

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📌 Client Services Representative (Brisbane City)
🏢 The Andersen Partnership
📍 Brisbane City