Job Description

Client Services Officer | Hybrid | Pathway to Financial Adviser About the Company n

Our client is a leading financial planning and wealth management firm with offices across Australia. For more than 15 years, they’ve been helping Australians achieve their financial goals through personalised advice, long-term partnerships and tailored wealth strategies.
n As a growing and forward-thinking business, the team offers professionals the prospect to be part of a respected organisation that values development, teamwork and long-term success.

Culture & Benefits n

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- Career progression - genuine pathway towards becoming a Financial Adviser
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- Hybrid working - 3 days onsite and 2 days remote
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- 5 weeks’ annual leave + birthday leave
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- Supportive team culture with training and knowledge sharing
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- Technology & platform training to set you up for success
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- Annual Vibe Day and team-focused initiatives
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The Opportunity n

As the business continues to grow, we’re looking for a Client Services Officer to provide high-quality support to Financial Advisers throughout the advice process. You’ll play an important role in coordinating client administration, preparing advice documentation, managing client enquiries and ensuring a seamless experience from initial engagement through to implementation.

Key Responsibilities n

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- Support advisers across the end-to-end advice process, from client onboarding through to implementation.
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- Prepare and maintain accurate,



client-friendly advice documents and supporting documents.
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- Assist with developing and implementing financial strategies tailored to client needs.
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- Manage client enquiries and maintain accurate client information in Xplan.
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- Operate multi-line phone systems and facilitate effective office communication.
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- Ensure advice and processes meet compliance, regulatory and internal requirements.
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- Research market trends and provide relevant insights to advisers.
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- Contribute to compliance, training, marketing and other team projects as required.
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About You nn
- Previous experience in client services, financial planning support or client coordination.
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- Working knowledge of Xplan and Microsoft Office.
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- DFP 1 - 4 or strong interest in financial planning, with relevant industry experience.
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- Strong client service, communication and relationship-building skills.
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- Highly organised with excellent attention to detail and time management.
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- Confident preparing clear, professional and client-friendly advice documents.
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- Strong problem-solving and technical aptitude, with the ability to question, assess and apply adviser instructions thoughtfully.
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If you’re looking for more than just another client services role and want to build your financial planning expertise with a genuine pathway into advice, this could be the chance for you.

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📌 Client Services Officer | Hybrid | Pathway to Financial Adviser (Queensland)
🏢 Catalina Consultants
📍 Queensland