About the role
This is a fantastic opportunity for a Client Services Officer / Advice Support to join a respected financial planning and accounting firm.
This role is ideally suited to someone with administration experience who is looking to build a long-term career in financial planning.
Working closely with Financial Advisers and the wider team, you will provide administration support, assist with client service, and develop your knowledge of the advice process.
Financial planning experience is not essential as the focus is finding someone with the right attitude, personality, and willingness to learn.
Key Responsibilities
Supporting Financial Advisers with client service and administration
Managing ongoing service agreements, fee disclosure statements, and client records
Chasing reports, provider information, and required documentation
Assisting with account updates, term deposits, and general administration
Maintaining accurate client information within Xplan
Supporting advisers and the wider financial planning team
Building knowledge across the advice process with exposure to ROAs and SOAs over time
Skills & Experience
Previous administration experience in any industry
Genuine interest in developing a career in financial planning
Strong attention to detail and organisational skills




Excellent communication skills and ability to build rapport with clients
Positive, reliable, and proactive approach to work
Professional presentation and confidence dealing with people
Willingness to learn and develop within a supportive team environment
Benefits
Clear career development pathway within financial planning
Support towards Professional Year (PY) and future career progression
Ongoing training and professional development opportunities
Support with relevant financial planning studies and exam preparation
Collaborative and family-friendly team environment
9-day fortnight option with an additional day off every two weeks
Flexible working arrangements and extended Christmas shutdown
About the Company / Culture
This established financial planning and accounting firm has been operating for over 40 years and provides holistic advice to a diverse range of clients.
The business combines technical expertise with a strong focus on building trusted, long-term client relationships.
With an experienced team of advisers and support staff, the firm offers a collaborative setting where people are encouraged to learn, develop, and progress internally.
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📌 Financial Planning (Toowoomba)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Toowoomba