Support senior advisers in a growing firm.
Drive admin efficiency, enjoy career progression with great salary and perks.Opportunity to optimise workflows and shape best practiceKey support role working closely with senior advisersEstablished, client-focused advice business with growth momentumJoin a respected, high-performing professional services firm that blends the best of boutique culture with the standards of a national organisation.
This is an ideal opportunity for a detail-oriented client services professional with financial advice experience, looking to take ownership of their role and contribute to a growing, people-first business.Remuneration for the role will be up to $90,000 + Superannuation.Why You'll Love This Role:Rewarding team culture that recognises performanceFlexible working opportunitiesStrong benefits for staff, both non-financial & financialGrowing business with long-term career opportunitiesWork alongside a professional,



cooperative teamThe OpportunityYou'll be a key support to the advice team, managing day-to-day administration and playing a hands-on role in implementing advice and improving workflow efficiency.
Key responsibilities include:Scheduling and managing client appointmentsProcessing documentation and administrative tasksUpdating client data in XPLANSupporting the implementation of financial adviceWhat You BringYou're passionate about clients, solutions-focused, and take pride in delivering high-quality work.
You have:Experience in a client services role within financial adviceA proactive mindset and solid problem-solving abilityExcellent written and verbal communication skillsConfidence working with CRM systemsA focus on continuous improvement and qualified growth
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📌 Client Service Officer Brisbane
🏢 Profusion Group
📍 Brisbane