Part-Time Client Service Officer – Financial Planning (Brisbane City)

Part-Time Client Service Officer – Financial Planning (Brisbane City)

29 Aug
|
Retirewell Financial Planning
|
Brisbane City

29 Aug

Retirewell Financial Planning

Brisbane City

Retirewell Financial Planning Pty Ltd, a respected boutique financial planning firm in Brisbane's inner CBD, is seeking a part-time Client Service Officer to support Senior Planners. The role is 25 hours per week, 9 am to 2 pm, Monday to Friday, in the office.

You will handle client communications, records, review preparation, and data entry in XPlan, with exposure to Macquarie Wrap. A team-oriented, detail-oriented approach is essential.

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📌 Part-Time Client Service Officer – Financial Planning (Brisbane City)
🏢 Retirewell Financial Planning
📍 Brisbane City

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