Job Description

Are you an ambitious Client Services Officer or Financial Planning Administrator looking for more than a traditional support role?

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Our client is a growing, technology-forward financial advice firm seeking a confident and highly motivated individual to join its fast-paced team. This is an opportunity for someone who enjoys being busy, communicating with clients, taking ownership, and building a long-term career in financial advice.

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The firm operates in a high-volume, fee-for-service environment and with strong demand for advice and a broad client base, this role will provide exposure to the full advice process while offering a genuine pathway toward becoming a Financial Adviser.

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The Opportunity

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Working closely with a team of experienced Financial Advisers, you will play a key role in managing client relationships, coordinating appointments, supporting advice implementation, and ensuring the client journey runs smoothly.

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This is not a passive back-office administration position. You will be heavily involved in client communication, expected to manage competing priorities, and encouraged to take initiative in a fast-moving environment.

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Key Responsibilities

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- Manage adviser diaries, client appointments, and meeting coordination
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- Communicate confidently with clients over the phone and assist with ongoing client enquiries
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- Coordinate and manage client workflows throughout the advice process
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- Liaise with product providers and external stakeholders
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- Support the implementation of financial advice and follow up on outstanding requirements
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- Prepare and maintain accurate client records and documentation
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- Assist with pre- and post-meeting administration
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- Help manage a high volume of client activity while maintaining a strong attention to detail
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About You

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You will be ambitious, adaptable, and comfortable working in a high-performance environment. The successful candidate will be someone who wants to build a career rather than remain in the same support position long term.

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You may currently be working as a:

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- Client Services Officer
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- Client Services Manager
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- Practice Support Officer
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To be successful, you will demonstrate:

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- Strong attention to detail and organisational skills
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- Confidence communicating with clients, particularly over the phone
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- Experience managing diaries, appointments, and competing priorities
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- A proactive and hardworking approach
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- Strong administrative and technical capabilities
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- The ability to remain organised in a fast-paced setting
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- A skilled, personable, and client-focused communication style
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- A willingness to learn and take on increasing responsibility
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- Confidence using technology and adapting to new systems
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- Experience working with Apple/Mac-based systems, or the ability to adapt quickly
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What's on Offer

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- Genuine pathway toward becoming a Financial Adviser
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- Exposure to a broad range of financial planning strategies and clients
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- Hands-on involvement throughout the advice and implementation process
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- Direct mentoring and development from experienced advisers
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- A high-energy, collaborative, and growth-focused workplace
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- Exposure to modern technology and AI-driven business processes
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- The opportunity to take on greater responsibility as your capability develops
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If you are motivated, client-focused, confident on the phone, and eager to build a long-term career in financial advice, we would like to hear from you.

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📌 Client Services Representative (Queensland)
🏢 The Andersen Partnership
📍 Queensland