ABOUT THE ROLE

Our Financial Planning division is growing, and we’re looking for an experienced Client Services Officer to join our Gympie team. If you have a background in financial planning and genuinely enjoy looking after clients, we’d love to meet you. You’ll work closely with our financial advisers, paraplanning team and client services team, helping to deliver advice and service that makes a real difference to the people we look after.

This is a hands-on role at the heart of our client experience and the right person will take real ownership of it.

WHAT YOU’LL DO

- Be the first point of contact for a portfolio of client groups, building strong, trusted relationships over time.
- Manage the ongoing service and annual review cycle, including preparing for review meetings so advisers and clients are ready.
- Respond to client enquiries, book appointments and keep clients informed at every step.
- Coordinate implementation, product applications and follow-through with platforms, insurers and fund providers.
- Keep client files accurate, audit-ready and compliant with AFSL, Best Interests Duty and AML/CTF obligations.

ABOUT YOU

- 3+ years’ experience as a client services officer, client service manager or similar role in an Australian practice.
- A confident, warm communicator who takes genuine pride in looking after people.




- Well organised, able to juggle a busy workload and reliably meet deadlines.
- Hands-on experience with financial planning software and platforms.
- A sharp eye for detail and a commitment to doing things properly, every time.
- Happy to work in office in Gympie as part of a collaborative team.

ABOUT US

Kingdom Financial Group is a values-driven firm that helps people create, grow and protect their wealth. Our main office is in Gympie, with further offices in Murgon, Cooroy and Noosa. We bring accounting, tax, financial planning, superannuation, insurance and estate planning together under one roof, so our clients get advice from one team instead of having to coordinate several.

Many of the people we look after have complex affairs, including SMSFs, discretionary trusts, property structures and multi-entity arrangements, so the work is varied and you’ll keep learning. Our advisers are Authorised Representatives under the Akumin AFSL. We care about doing things properly and looking after each other, that’s the kind of team you’d be joining!

HOW TO APPLY

Ready to make your mark? Apply via LinkedIn, Seek or send, via email, your CV and a short cover note to Rachel Ellingsen, Practice Manager, at [email protected].

📌 Client Services Officer - Financial Planning (Gympie)
🏢 Kingdom Financial Group
📍 Gympie