TS Professional Services Pty Ltd – Cairns QLD
Exciting opportunities are available for Client Service Officers to join our team. We provide clients with a high level of service and personalised advice to help our clients achieve their goals, and the client service officer role is a key element to this.
Benefits of working at Affinitas Financial Planning NQ:
Flexibility to work from home (either part time or full time depending on your location)
Study remuneration packages
Work for a company that drives progress and success
Work with industry leading advisers
Opportunity to grow and develop within a progressive, growing and successful business
Working as a part of our service team you will be responsible for:
Set up and maintain client files, enter fact-find data, and update financial planning software
Assist with pre- and post-Statement of Advice (SOA) documentation and record-keeping
Draft application forms, reports, meeting presentations, and preliminary product comparisons




Manage submissions and track progress on applications, underwriting, and medical requirements
Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required
Maintain and update relevant systems and databases
Manage client inquiries with sophistication, empathy and professionalism
Liaise with providers
To be considered for this chance you require:
High attention to detail
Ability to adopt new systems and processes efficiently
Ability to prioritise and organise tasks
Strong computer and data management skills
Experience in a similar role in financial services (preferred, not mandatory)
Bachelor degree in related field or working towards this qualification (preferred, not mandatory)
Determination to succeed, commitment to the business and an eagerness to learn
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📌 Client Services Officer (Financial Planning) (Queensland)
🏢 TS Professional Services
📍 Queensland