Client Service Officer/Junior Paraplanner

O'Sullivan Financial Pty Ltd – Brisbane QLD

O'Sullivan Financial is an independent, family-owned and operated, self-licensed financial planning practice based in Brisbane. Our business was founded with one simple goal in mind: Make our clients’ lives better. We have built our reputation on unbiased advice, transparency and a client-first approach.

We continue to experience strong growth through client referrals and need to expand our team to meet this increasing demand. We have an entry level role available and the successful applicant will have the opportunity to learn and develop their skills under experienced degree qualified planners.

O'Sullivan Financial is led by advisers who have consistently pursued excellence in both their academic and professional development. Director Mace O'Sullivan completed a Master of Financial Planning and was awarded the Bachelor's Medal for Commerce after achieving the highest overall result in his undergraduate degree. Senior planner David Ormsby joined the business after university in 2021 and has since progressed to partnership in the business. David holds a Master of Financial Planning and was awarded the Gwen Fletcher Memorial Award as the highest performing individual in the CFP Certification Program (Australia) in 2025.

We believe financial planning is a true profession. We are looking for people who are curious, ambitious and committed to continually improving their knowledge and skills.

The Culture

Working in a close-knit team, you will be an integral and valued part of the business.



Our other team members all joined with limited or no industry experience and have developed their skills quickly within the business. During the recruitment process, many of our team will be involved and you will have the opportunity to ask them questions regarding their experience with our firm.

Your work, achievements and dedication will be acknowledged with regular pay reviews and many opportunities to grow your skills. This is an energetic environment that encourages teamwork to better service our clients.

The Role

We are looking to add a team member eager to engage in a client service role, which will progress to learning paraplanning to assist in the preparation of advice. The position offers the ability to grow into a senior client manager, associate adviser, paraplanner or a financial planning role.

Duties will include the following:

- Assisting with day-to-day client relationships, becoming the first point of contact for client enquiries.
- Providing administrative support to the advisers and other team members.
- Data collection from various providers and preparation of documents for client reviews.




- Building to the preparation of simple advice documents and assisting with the preparation of complex advice.
- Administration relating to implementation of advice, including superannuation funds, investments and other financial products.
- Other duties as required including general upkeep of the office and general administrative tasks.

The role is offered on a part-time basis, making it well suited to candidates currently undertaking financial planning studies, with the potential to transition to full-time employment in the future once study is completed.

Remuneration will be entry-level initially but has the ability to grow quickly. Regular remuneration reviews will be conducted and those who learn and grow with us will be rewarded accordingly.

The Candidate

This role will suit someone early in their career who is serious about building genuine capability in financial planning. You will need to take pride in producing accurate work, be comfortable learning quickly, and be someone who engages well with both clients and other team members. To be successful in this role you will need to demonstrate the following:

- Completion of, or current enrolment in, a financial planning qualification.
- High attention to detail and organisational skills
- Solid literacy and numeracy skills
- Excellent verbal and written communication abilities
- Professional presentation and a client-focused approach
- Proficiency in Word, Excel, Outlook & Adobe
- A strong desire to learn, develop and build a career in financial planning

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📌 Client Service Officer/Junior Paraplanner (Brisbane City)
🏢 O'Sullivan Financial
📍 Brisbane City