The Peak Partnership – Upper Mount Gravatt QLD

Join a high-performing advice team delivering real client outcomes across super, investments & insurance.

About the Role

We are seeking an experienced Client Service Officer (minimum 3 years) to join our growing financial planning practice at Peak Partnership Wealth Design Solutions.

This is a key role within our advice delivery team, focused on end-to-end implementation of financial advice strategies across superannuation, investment platforms, and personal insurance.

You will work closely with advisers and clients to deliver seamless, high-quality implementation outcomes.

Key Responsibilities

- End-to-end implementation of financial advice strategies
- Work across multiple super, wrap and investment platforms
- Assist with risk insurance implementation and servicing
- Arrange term deposits and investment transactions
- Support and execute listed investments / share trades (minimal/sporadic only)
- Act as primary point of contact for clients during implementation
- Manage workflow and tasks through XPlan
- Prepare and collate review and compliance documentation
- Maintain accurate client records and data integrity in XPlan

About You

- Minimum 3 years’ experience in a financial planning CSO role
- Strong working knowledge of XPlan (essential requirement)
- Excellent organisation, time management and attention to detail
- Ability to manage competing priorities and meet deadlines




- Professional communication skills and client focus

Highly regarded:

- Experience across multiple superannuation and investment platforms
- Exposure to risk insurance (applications, underwriting, servicing)
- Confidence managing end-to-end implementation independently
- Desire to grow your career within financial planning

About Us

Peak Partnership Wealth Design Solutions is a well-established financial planning firm based in Upper Mount Gravatt.

We bring together over 30 years of financial planning experience and 40+ years in accounting, delivering advice centred on Advice. Clarity. Direction.

We are a professional, supportive team that values high standards, collaboration, and work-life balance.

What We Offer

- Versatile work arrangements, including work-from-home options
- On-site parking (Southside Brisbane location)
- Monthly early finish (4pm Friday)
- Professional development and growth opportunities
- Employee Assistance Program (confidential counselling)
- Loyalty-based financial rewards
- Access to group insurance via employer super fund

Why This Role?

This role is ideal for an experienced CSO who wants to:

- Work across a broad range of strategy types and platforms
- Take ownership of their work and client outcomes
- Be part of a quality, client-focused advice business
- Continue developing within a supportive and professional team

#J-18808-Ljbffr

📌 Client Service Office - Financial Planning (Brisbane)
🏢 The Peak Partnership
📍 Brisbane