EARN $75,000 pa (FTE, pro-rata for part-time) + SuperJoin a Growing Boutique Financial Planning Practice With a Warm, Collaborative CultureHands-On Mentoring & Training From an Experienced AdviserAbout The CompanyOur client is a well-established financial planning practice providing tailored wealth management advice to individuals and families across Brisbane and surrounding regions.
With a client-first philosophy, the business specialises in helping clients achieve their financial goals through personalised strategies and long-term partnerships.
As the business continues to grow through organic growth and strong referral partnerships, they have built a collaborative, team-first culture supported by experienced paraplanning and administration staff.About The OpportunityThe primary purpose of this position is to work closely with an experienced Adviser, playing a key role in delivering exceptional client service while developing your technical knowledge and industry experience within financial planning.Reporting directly to the Financial Adviser,



some of your responsibilities will include:Supporting the Adviser with client administrationLiaising with clients, managing enquiries and booking appointmentsPreparing review meeting documentationDrafting simple ROAsAttending client meetings and completing file notesImplementing financial advice recommendationsAssisting with ongoing client service activitiesAbout YouThe successful candidate will have:Minimum 2+ years' experience in a customer service role within the finance or financial advice sectorA genuine interest in financial adviceRelevant studies or working towards a financial planning qualification (beneficial)Solid communication and organisational skillsMotivation to build a long-term career in the industryWhat's in it for You?
Supportive, Small & Friendly Team CultureGrowing Business With Ongoing Organic GrowthCommunity-Focused Organisation Supporting Local InitiativesLong-Term Career Opportunity Within An Expanding Financial PracticeFlexible Start and Finish TimesFull or Part-Time Options Available - Part-Time Hours of 9:30am–2:30pm
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📌 Customer Service Officer (Brisbane)
🏢 Employment Office
📍 Brisbane