Experienced Client Services Officer & ParaplannerWe are looking for an experienced professional to join our Financial Planning division in a combined Client Services Officer and Paraplanning role.
You will be a contact for a portfolio of client groups and also produce high-quality advice documents and work closely with our financial advisers.Key responsibilitiesBuild solid relationships with clients as their first point of contact, managing their ongoing service and review cyclePrepare compliant, well-reasoned Statements of Advice and Records of Advice across superannuation, investment, retirement and insurance.Research and model strategies, including contribution strategies, Transfer Balance Cap considerations, pension commencements and BDBNsCoordinate implementation, product applications and follow-through with platforms, insurers and fund providersPrepare for review meetingsKeep client files accurate, audit-ready and compliant with AFSL, Best Interests Duty and AML/CTF obligationsAbout you3+ years' experience as a paraplanner, client service manager or similar in an Australian financial planning practiceStrong technical knowledge of superannuation, SMSFs,



retirement income and insuranceClear, accurate writing and a sharp eye for compliance detailConfident, warm communicator who enjoys client contactWell organised, able to manage a busy workload and meet deadlinesExperience with financial planning software and platformsAbout usKingdom Financial Group is a Sunshine Coast based firm with four offices in Murgon, Cooroy, Noosa and our main hub in Gympie.
We have been serving clients for around 17 years.
We bring accounting, tax, financial planning, superannuation, insurance and estate planning together under one roof, working much like a one-stop-shop for our clients.
Many of the people we advise have complex affairs, including SMSFs, discretionary trusts, property structures and multi-entity arrangements.
Our advisers are Authorised Representatives under the Akumin AFSL.
We are a values-driven team.
We care about doing things properly, looking after each other, and building long-term relationships with the families we serve.
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📌 Experienced Client Services Officer & Paraplanner (Queensland)
🏢 Kingdom Financial
📍 Queensland