Client Services Officer | Hybrid | Pathway to Financial Adviser
About the Company
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.
As a growing and forward-thinking business, the team offers professionals the opportunity to be part of a respected organisation that values development, teamwork and long-term success.
Culture & Advantages
Career progression - genuine pathway towards becoming a Financial Adviser
Hybrid working - 3 days onsite and 2 days remote
5 weeks' annual leave + birthday leave
Supportive team culture with training and knowledge sharing
Technology & platform training to set you up for success
Annual Vibe Day and team-focused initiatives
The Opportunity
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
Support advisers across the end-to-end advice process, from client onboarding through to implementation.
Prepare and maintain accurate,



client-friendly advice documents and supporting documents.
Assist with developing and implementing financial strategies tailored to client needs.
Manage client enquiries and maintain accurate client information in Xplan.
Operate multi-line phone systems and facilitate effective office communication.
Ensure advice and processes meet compliance, regulatory and internal requirements.
Research market trends and provide relevant insights to advisers.
Contribute to compliance, training, marketing and other team projects as required.
About You
Previous experience in client services, financial planning support or client coordination.
Working knowledge of Xplan and Microsoft Office.
DFP 1 - 4 or strong interest in financial planning, with relevant industry experience.
Strong client service, communication and relationship-building skills.
Highly organised with excellent attention to detail and time management.
Confident preparing clear, professional and client-friendly advice documents.
Strong problem-solving and technical aptitude, with the ability to question, assess and apply adviser instructions thoughtfully.
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 opportunity for you.
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📌 Client Services Officer | Hybrid | Pathway To Financial Adviser (Queensland)
🏢 Catalina Consultants
📍 Queensland