Panthera Advisory Pty Ltd, trading as Granada Wealth Advisory, is a financial services firm with offices across Australia. We are dedicated to helping clients build, manage and protect their long term wealth.
We are a Corporate Authorised Representative (No. *******) of PGW Financial Services Pty Ltd (AFSL *******).
Granada Wealth Advisory is an ethical and values driven financial planning firm providing transparent, client focused advice. We help individuals, families and business owners make informed financial decisions, grow their wealth responsibly and plan for long term financial security.
Our advice is built on trust, integrity and clear communication. We take the time to understand each client's goals, values and circumstances before providing tailored strategies designed to support their financial wellbeing.
As our business continues to grow, we are seeking a motivated and client focused Customer Service Officer to join our Brisbane team. This role is ideal for someone who is passionate about helping people, enjoys working in a professional advisory environment and wants to build a long term career in financial advice.
Role Description
This is a full time, on site Customer Service Officer role based in Upper Mount Gravatt, Brisbane.
The Customer Service Officer will be an important first point of contact for our clients, handling phone, email and in person enquiries in a professional, warm and timely manner.
Key responsibilities include:
Managing client appointments and enquiries
Following up client requests and outstanding information
Processing client information and documentation
Preparing and assisting with client communications
Maintaining accurate client and CRM records
Supporting basic reporting and administrative tasks
Coordinating with financial advisers and administration staff




Helping deliver a smooth and professional client experience
Supporting the delivery of financial planning services
We are looking for someone interested in more than a short term position. The successful candidate will have the opportunity to grow with the business, develop a strong understanding of financial advice and potentially progress toward becoming a full time financial adviser in the future.
Qualifications and Skills
Strong customer service and client support skills
Ability to build rapport with clients and colleagues
Strong attention to detail when handling client information, documents and records
Good organisational and time management skills
Ability to manage multiple tasks and priorities professionally
Confidence using CRM systems, Microsoft Office, email platforms and general office technology
Genuine interest in financial planning, wealth management and long term career development
Ability to work full time from our Upper Mount Gravatt office
Previous experience in financial services, skilled services or a client service role will be highly regarded.
A certificate, diploma or degree in business, finance, financial planning, customer service or a related field would be an advantage but is not essential where relevant experience exists.
Long term career opportunity with growth potential
Potential pathway toward becoming a financial adviser
Supportive and values driven team environment
Exposure to real client advice processes and financial planning operations
Opportunity to join a growing firm focused on ethical advice, transparency and positive client outcomes
Employer:
Panthera Advisory Pty Ltd
ABN:
**************
Employment type:
Full time, on site
This position is open to eligible candidates with full Australian working rights. Australian citizens and permanent residents are encouraged to apply.
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📌 Customer Service Officer (Queensland)
🏢 Granada Wealth Advisory
📍 Queensland