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 fast-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)
🏢 The Andersen Partnership
📍 Brisbane