This is a part-time Client Service Officer position at Retirewell Financial Planning Pty Ltd, a respected, independent boutique financial planning firm in Brisbane's inner CBD. The role involves providing support to Senior Planners in delivering personalised financial planning services to a predominantly retiree client base. You will work 25 hours per week (9 am to 2 pm, Monday to Friday) in the office.

Key responsibilities

Communicating and liaising with clients and potential clients

Record keeping, including recording and storing communications with clients

Develop and maintain solid client relationships

Arranging client review meetings and preparing necessary documents and reports alongside the Client Service Manager

Arranging new client and prospect meetings and preparing necessary documents alongside the Client Service Manager

Welcoming clients and visitors to office

Preparing documentation for Client Annual and/or Half-Yearly Reviews

Processing information from Reviews – updating client information in XPlan and on client file; sending promised information and documents to clients

Making appointments with clients to meet with the Senior Advisor for their Review

Data entry and data updates in XPlan including IPS management

Implementation of investment recommendations alongside Client Service Manager

Preparing and sending documents for client signatures

Assisting Client Service Manager with preparing relevant documents for clients including applications, withdrawal forms, in-specie transfer forms,



and Authority to Proceed forms

Reviewing and submitting completed documents for processing to Macquarie, Services Australia, retail and industry super funds

Processing buy and sell orders for directly-held shares for clients through Ausiex

Office admin tasks, such as answering the phone and managing incoming and outgoing mail

About you

Minimum 2+ years' experience in financial planning office/s

Experience gained within a boutique financial planning practice is ideal

Permanent resident or Australian citizen

High attention to detail and strong problem solving skills

High level of written and verbal communication skills

Ability to manage time, prioritise tasks and work autonomously

Friendly, collaborative approach when dealing with clients and other staff

User proficiency in XPlan is necessary

Experience with Macquarie Wrap would be a big advantage

Strong computer literacy skills with ability to learn quickly

About us

Retirewell Financial Planning Pty Ltd is a respected, successful, privately-owned, independent, boutique financial planning firm, with a modern spacious office in the inner CBD, opposite Brisbane City Hall in Adelaide Street, with easy public transport access. We have held our own Australian Financial Services Licence (AFSL) since 1995, as well as a Credit Licence. We use XPlan and Macquarie Wrap. We have our own bespoke SMA Model portfolios on Macquarie Wrap. The firm is about to launch into an expansion phase.

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📌 Client Service Officer (Part-Time) (Queensland)
🏢 Retirewell Financial Planning
📍 Queensland