Job Description

- EARN $75,000 pa (FTE, pro-rata for part time) + Super
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- Join a Growing Boutique Financial Planning Practice With a Warm, Collaborative Culture
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- Hands-On Mentoring & Training From an Experienced Adviser
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About The Company

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Our client is a well-established financial planning practice providing tailored wealth management advice to individuals and families across Brisbane and surrounding regions. With a client-first philosophy, the business specialises in helping clients achieve their financial goals through personalised strategies and long-term partnerships. As the business continues to grow through organic growth and strong referral partnerships, they have built a collaborative, team-first culture supported by experienced paraplanning and administration staff.

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About The Opportunity

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The primary purpose of this position is to work closely with an experienced Adviser, playing a key role in delivering exceptional client service while developing your technical knowledge and industry experience within financial planning.

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Reporting directly to the Financial Adviser, some of your responsibilities will include:

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- Supporting the Adviser with client administration
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- Liaising with clients, managing enquiries and booking appointments
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- Preparing review meeting documentation
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- Drafting simple ROAs
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- Attending client meetings and completing file notes
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- Implementing financial advice recommendations
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- Assisting with ongoing client service activities
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About You

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The successful candidate will have:

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- Minimum 2+ years' experience in a customer service role within the finance or financial advice sector
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- A genuine interest in financial advice
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- Relevant studies or working towards a financial planning qualification (beneficial)
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- Strong communication and organisational skills
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- Motivation to build a long-term career in the industry
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What's in it for You?

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- Supportive, Small & Friendly Team Culture
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- Growing Business With Ongoing Organic Growth
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- Community-Focused Organisation Supporting Local Initiatives
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- Long-Term Career Opportunity Within An Expanding Financial Practice
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- Flexible Start and Finish Times
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- Full or Part-Time Options Available - Part-Time Hours of 9:30am–2:30pm
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📌 Customer Service Officer (Queensland)
🏢 Employment Office
📍 Queensland