Goals and Dreams Financial Planning – Chermside QLD

At Inspirit Advisory, we believe great financial advice is about people first.

We are a women-led financial advice practice that helps individuals and couples navigate life's financial crossroads with care, clarity and confidence. Our approach is education-led, deeply personal, and built on genuine relationships. We take the time to understand our clients, explain complex concepts in plain language, and create an experience where people feel safe, supported and empowered to make informed decisions.

We're not a large corporate business. We're a small, passionate and growing team that genuinely enjoys working together and making a meaningful difference in our clients' lives.

Our clients are something special. They trust us with some of life's biggest decisions, and in return, we build long-term relationships based on warmth, trust, expertise and care.

We're looking for someone who wants more than "just a job". We want a person who is excited by learning, enjoys helping people, and wants to contribute to a business that is growing with purpose.

Responsibilities

- Build genuine relationships with clients and make them feel valued and cared for
- Prepare client paperwork and documentation with accuracy and attention to detail
- Assist advisers in delivering a seamless advice experience
- Coordinate implementation and administration of financial advice recommendations
- Liaise with product providers, platforms and professional partners
- Help maintain high-quality client records and compliance standards
- Identify opportunities to improve systems, processes and efficiencies
- Contribute ideas and add value as we continue to grow and evolve

Requirements

We're far more interested in attitude, values and capability than ticking every box.

You’ll likely be someone who:





- Loves helping people and providing exceptional customer service
- Is warm, personable and an excellent communicator
- Has outstanding organisation and time management skills
- Takes initiative and enjoys solving problems
- Is naturally proactive and follows through on commitments
- Has strong attention to detail and takes pride in doing things well
- Thrives in a collaborative team environment
- Is confident using technology and learning new systems
- Brings a positive, can-do attitude and strong work ethic
- Wants to continuously learn, develop and grow professionally

Bonus points if you have:

- Experience in financial planning, skilled services, banking or client administration
- Familiarity with Xplan or similar CRM software
- An interest in financial advice and helping people make informed decisions

Why You'll Love Working With Us

- A truly lovely client base
Work with appreciative, respectful clients who value relationships and trust.
- Massive learning opportunities
Gain exposure to financial advice, client strategy, business operations and qualified services.
- Real career growth
Join a growing business where your contribution is recognised and your role can evolve with you.
- Your ideas matter
You’ll have the opportunity to influence processes, improve experiences and help shape the future of the practice.
- Small team, big impact
No getting lost in a large corporate structure. You’ll work closely with experienced professionals and see the direct impact of your efforts.
- Supportive culture
Work alongside people who genuinely care about one another, our clients and doing meaningful work.
- Purpose-driven work
Help people navigate significant life decisions with confidence and peace of mind.
- A workplace built on care, clarity and confidence
The same values we bring to our clients are reflected in the way we work together every day.

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📌 CSO (Financial Planning); deliver exceptional client experience (Queensland)
🏢 Goals and Dreams Financial Planning
📍 Queensland