About the roleThis 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 ResponsibilitiesSupporting Financial Advisers with client service and administrationManaging ongoing service agreements, fee disclosure statements, and client recordsChasing reports, provider information, and required documentationAssisting with account updates, term deposits, and general administrationMaintaining accurate client information within XplanSupporting advisers and the wider financial planning teamBuilding knowledge across the advice process with exposure to ROAs and SOAs over timeSkills & ExperiencePrevious administration experience in any industryGenuine interest in developing a career in financial planningStrong attention to detail and organisational skillsExcellent communication skills and ability to build rapport with clientsPositive, reliable, and proactive approach to workProfessional presentation and confidence dealing with peopleWillingness to learn and develop within a supportive team environmentBenefitsClear career development pathway within financial planningSupport towards Professional Year (PY) and future career progressionOngoing training and professional development opportunitiesSupport with relevant financial planning studies and exam preparationCollaborative and family-friendly team environment9-day fortnight option with an additional day off every two weeksFlexible working arrangements and extended Christmas shutdownAbout the Company / CultureThis 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