Job Description
Working closely with advisers, you will play a key role in supporting the advice process and ensuring a smooth experience for clients.
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Key responsibilities
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Supporting advisers with client administration and advice implementation.
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Preparing and processing advice documentation, applications, and client correspondence.
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Managing client enquiries and following up on requests.
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Liaising with product providers, platforms, and external stakeholders.
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Maintaining accurate client records and compliance documentation.
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Assisting with preparation of advice documents and reports.
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Supporting business improvement initiatives as the practice continues to grow.
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About you
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Strong organisational and administrative skills.
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Attention to detail and the ability to manage multiple tasks.
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A positive attitude and willingness to learn.
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Confidence using technology and Microsoft Office applications.
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Experience with financial planning software and advice processes will be regarded, but we are open to candidates with transferable skills and a desire to build a career in financial advice.
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About us
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Bailiwick Lifestyle Financial Planners is a boutique advice firm based in Newstead, helping clients navigate superannuation, retirement planning, wealth creation, and personal financial goals. With a close-knit team and a robust commitment to quality advice, we're looking for a Client Services Officer to join our team and deliver outstanding client experiences.
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Modern Newstead office location.
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A supportive and collaborative team environment.
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Exposure to experienced advisers and a broad range of client advice matters.
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Ongoing professional development and career growth opportunities.
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The opportunity to make a genuine impact in a growing business.
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📌 Client Service Officer (Queensland)
🏢 Bailiwick Group
📍 Queensland