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 anexperienced 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 onend-to-end implementation of financial advice strategiesacrosssuperannuation, investment platforms, and personal insurance.
You will work closely with advisers and clients to deliver seamless, high-quality implementation outcomes.
Key Responsibilities
End-to-endimplementation of financial advice strategies
Work acrossmultiple super, wrap and investment platforms
Assist withrisk insurance implementation and servicing
Arrangeterm deposits and investment transactions
Support and executelisted investments / share trades(minimal/sporadic only)
Act asprimary point of contact for clients during implementation
Manage workflow and tasks throughXPlan
Prepare and collatereview and compliance documentation
Maintain accurateclient records and data integrity in XPlan
About You
Minimum3 years' experience in a financial planning CSO role
Strong working knowledge ofXPlan (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 acrossmultiple superannuation and investment platforms
Exposure torisk insurance (applications, underwriting, servicing)
Confidence managingend-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 over30 years of financial planning experience and 40+ years in accounting, delivering advice centred onAdvice.
Clarity.
Direction.
We are a professional, supportive team that valueshigh standards, collaboration, and work-life balance.
What We Offer
Flexible work arrangements, including work-from-home options
On-site parking(Southside Brisbane location)
Monthly early finish (4pm Friday)
Professional developmentand 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 abroad range of strategy types and platforms
Take ownership of their work and client outcomes
Be part of aquality, client-focused advice business
Continue developing within a supportive and qualified team
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📌 Client Service Office - Financial Planning (Queensland)
🏢 The Peak Partnership
📍 Queensland