Support senior advisers in a growing firm.
Drive admin efficiency, enjoy career progression with excellent salary and benefits Opportunity to optimise workflows and shape best practice Key support role working closely with senior advisers Established, client-focused advice business with growth momentum Join 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 performance Flexible working opportunities Solid benefits for staff, both non-financial financial Growing business with long-term career opportunities Work alongside a qualified, collaborative team The Opportunity You'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 appointments Processing documentation and administrative tasks Updating client data in XPLAN Supporting the implementation of financial advice What You Bring You're passionate about clients, solutions-focused, and take pride in delivering high-quality work.
You have: Experience in a client services role within financial advice A proactive mindset and strong problem-solving ability Excellent written and verbal communication skills Confidence working with CRM systems A focus on continuous improvement and professional growth What Next?
Please click on APPLY NOW .
Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at ******

📌 Client Service Officer (Queensland)
🏢 Profusion
📍 Queensland