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




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