Immediate start 3-month contract within a professional financial planning environment
Advanced implementation exposure across super, investments, insurance and SMSF
Brisbane CBD location with 1 day work from home
About the Client
Our client is a reputable financial planning organisation operating within a regulated AFSL environment. With a strong focus on compliance, accuracy and adviser service standards, they provide structured and high-quality administration support across superannuation, pensions, investments and insurance.
About the Role
As a Senior Customer Service Officer within the Administration Services team, you will deliver advanced administrative and technical implementation support while acting as a key knowledge resource for the broader team.
Reporting to senior leadership, you will manage complex implementation tasks, maintain high data accuracy within Xplan and ensure advisers receive timely updates in line with service standards.
Key Responsibilities
Manage advanced implementation across superannuation, pensions, investments, insurance and SMSF
Process rollovers, rebalances, account changes, buy/sell transactions and annuity setups
Maintain accurate and compliant data entry within Xplan
Complete implementation checklists within required timeframes
Liaise professionally with advisers, providers and internal stakeholders
Ensure documentation standards and research accuracy are consistently maintained
What's in it for You?
3-month contract prospect with immediate impact
Exposure to complex technical financial planning implementation
Professional and structured team environment
Hybrid working model (4 days office, 1 day work from home)
Prospect to work within a compliance-focused AFSL setting
About You
Minimum 2 years' experience within an Australian financial planning practice or dealer group
Advanced Xplan experience (essential)
Strong understanding of superannuation, investments and insurance implementation
High attention to detail and robust organisational skills
Confident communicator with professional written and verbal skills
Proactive, adaptable and team-oriented
If you're an experienced CSO ready to step into a senior-level contract role, apply now or reach out for a confidential discussion.
Due to the high volume of applications, only shortlisted candidates will be contacted directly. We appreciate your understanding.
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