Client Services Officer (Financial Planning)

- Coolangatta, Gold Coast | Full Time

- $70,000 – $90,000 + Super (depending on experience)

About the Company:

Competitive Advantage HRM & Recruitment is proud to be recruiting on behalf of a boutique financial planning firm on the Gold Coast. This business has built a reputation for providing personalised, client-first financial services. Known for its dedication to nurturing long-term client relationships, the firm operates with a solid emphasis on family values, trust, and excellence.

As the company is expanding, they are now seeking a Client Services Officer (Financial Planning) to join its team and support continued growth.

About the Role:

This is a hands-on role supporting financial advisers and ensuring all client advice is implemented smoothly, accurately, and in line with compliance requirements. You will play a critical role across the full advice implementation process, including managing applications, rollovers, and ongoing client servicing requirements across superannuation, investments, and insurance.

Key Responsibilities:

- Prepare and submit superannuation, investment, and insurance applications

- Manage super rollovers, contributions, and fund-related requests

- Prepare and process fee consent forms and ongoing service documentation

- Support advisers with client review preparation, including data gathering, reporting, and documentation

- Manage post-review implementation, ensuring all agreed strategies are actioned correctly

- Liaise with product providers, platforms, insurers, and funds to progress client outcomes

- Maintain accurate client records and workflows within CRM systems

- Ensure all work is completed in line with compliance and best practice standards

About You:





This role would suit someone seeking a long-term career within financial planning who is eager to learn, contribute and continue developing their skills as part of a professional and growing team.

Our client is open to either an experienced Client Services Officer with a background in financial planning, or a motivated graduate looking to build their career in the industry.

The ideal candidate will bring:

- Relevant experience within a financial planning firm in a Client Services or Paraplanning role, or a recent graduate looking to build a long-term career in the industry

- Strong working knowledge of superannuation, investment platforms, and personal insurance

- Proven experience managing end-to-end implementation of advice

- RG146 qualification (or willingness to obtain)

- High attention to detail and strong organisational skills

- Ability to manage multiple tasks and meet deadlines in a structured environment

- Confident communication skills with a professional approach

- Experience with CRM systems (e.g. HubSpot)

- Progress towards or completion of a Diploma or Advanced Diploma of Financial Planning highly regarded

- Previous paraplanning exposure highly regarded

What is on Offer:

- Join a growing, professional financial advice firm
- Full-time, office-based position on the Southern Gold Coast
- Work alongside experienced advisers within a high-performing team
- Clear pathway into Senior CSO, Paraplanning, or advisory roles
- Structured processes and modern systems
- Supportive team culture with strong standards and accountability

If you are an experienced Client Services professional or a motivated graduate looking to build a long-term career within financial planning, we would love to hear from you.

📌 Client Services Officer (Gold Coast)
🏢 Competitive Advantage HRM u0026 Recruitment
📍 Gold Coast