Gold Coast, QLD | Full-Time | On-Site

Client Support Officer - Financial Advice Gold Coast, QLD | Full-Time | On-Site

About Donmont Capital Donmont Capital is a growing Gold Coast financial advice firm with more than 20 years of experience helping Australians build, protect and manage their wealth.

We're a close-knit and ambitious team that takes pride in delivering high-quality advice and an exceptional client experience. We're continuing to grow and are looking for an experienced Client Support Officer to join our team.

About the Role This is a hands‑on administration and adviser support role working closely with our Financial Advisers and broader advice team across Annual Reviews, advice implementation and ongoing client servicing.

You’ll help coordinate our Annual Review book, implement financial advice, manage client and provider administration, and provide day‑to‑day support to our advisers.

We're looking for someone who is organised, proactive and takes ownership of their work — particularly when it comes to keeping workflows moving and following outstanding matters through to completion.

What You’ll Be Doing Annual Reviews & Client Servicing

Coordinate the administration of our Annual Review book

Prepare client files and documentation ahead of review meetings

Schedule Annual Reviews, client catch‑ups and adviser appointments

Obtain updated client information, statements and supporting documentation

Assist with product and superannuation research where required

Prepare and process documentation following client reviews





Follow up outstanding review actions and client requirements

Assist with beneficiary nominations and ongoing account servicing

Maintain accurate and up‑to‑date client records and review workflows

Advice Implementation & Adviser Support

Manage the administration and implementation of financial advice

Prepare and process applications, platform documentation and implementation paperwork

Establish superannuation, pension and investment accounts

Process and monitor rollovers, consolidations and contributions

Liaise with superannuation funds, investment platforms and other product providers

Follow up outstanding or rejected transactions through to completion

Keep clients and advisers updated throughout the implementation process

Provide day‑to‑day administration support to our Financial Advisers

Coordinate appointments, follow‑ups and outstanding client actions

Manage client and provider correspondence

Maintain accurate CRM records, documentation and workflows

Ensure administration and implementation tasks are completed accurately and on time

About You We're looking for someone who is:





Highly organised with excellent attention to detail

Proactive and comfortable taking ownership of tasks from start to finish

Able to manage multiple clients, workflows and competing deadlines

A confident written and verbal communicator

Comfortable liaising with clients, advisers and product providers

Able to work independently while being part of a team-oriented team

Confident working within structured financial advice and compliance processes

Focused on providing a high standard of service to both clients and advisers

Previous experience in a Client Services Officer, Adviser Support, Advice Implementation or Financial Planning Administration role is highly desirable.

Experience with superannuation and investment platforms, financial planning software and CRM systems will also be highly regarded.

Why Join Donmont Capital?

Join a growing and established Gold Coast financial advice firm

Work closely with experienced Financial Advisers and a supportive advice team

Gain exposure across the complete financial advice process

Take genuine ownership of your responsibilities and client workflows

Ongoing training and development opportunities

Competitive remuneration based on experience and capability

If you're experienced in financial advice administration and looking for a role where you can take ownership of Annual Reviews, advice implementation and adviser support, we'd love to hear from you.

Applications are now open.

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📌 Client Services Officer (Gold Coast)
🏢 Donmont Capital
📍 Gold Coast