Support senior advisers in a growing firm. Drive admin efficiency, enjoy career progression with great salary and benefits

- Opportunity to optimise workflows and shape best practice
- Key support role working closely with senior advisers
- Established, client-focused advice business with growth momentum

Join a respected, high-performing professional services firm that blends the best of boutique culture with the standards of a national organisation. This is an ideal opportunity for a detail-oriented client services professional with financial advice experience, looking to take ownership of their role and contribute to a growing, people-first business. Remuneration for the role will be up to $90,000 + Superannuation.

Why You’ll Love This Role:

- Rewarding team culture that recognises performance
- Flexible working opportunities
- Strong benefits for staff, both non-financial & financial
- Growing business with long-term career opportunities
- Work alongside a professional, collaborative team

The Opportunity

You’ll be a key support to the advice team,



managing day-to-day administration and playing a hands-on role in implementing advice and improving workflow efficiency. Key responsibilities include:

- Scheduling and managing client appointments
- Processing documentation and administrative tasks
- Updating client data in XPLAN
- Supporting the implementation of financial advice

What You Bring

You're passionate about clients, solutions-focused, and take pride in delivering high-quality work. You have:

- Experience in a client services role within financial advice
- A proactive mindset and robust problem-solving ability
- Excellent written and verbal communication skills
- Confidence working with CRM systems
- A focus on continuous improvement and professional growth

What Next?
Please click on APPLY NOW . Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at [email protected]

📌 Client Service Officer (Petrie Terrace)
🏢 Profusion Group
📍 Petrie Terrace