You'll take ownership of a broad range of client service and advice implementation responsibilities, working closely with financial advisers and clients to ensure advice is implemented accurately, efficiently and with genuine care.
Key responsibilities
Managing the implementation of advice for new and existing clients
Completing post-implementation checks and following matters through to completion
Preparing client meeting documentation and maintaining accurate file notes
Managing ongoing client administration and enquiries
Liaising with superannuation funds, investment platforms, insurers, Centrelink and other external providers
Managing workflows, outstanding tasks and follow-ups
Scheduling and confirming client appointments and assisting with adviser diary management
Maintaining accurate client records and documentation
Ensuring work is completed in accordance with procedures and regulatory obligations
Identifying opportunities to improve systems, processes and the overall client experience
About you
Previous experience in a Client Service Officer, Adviser Support or similar financial planning role




Experience implementing financial advice and dealing with investment and superannuation platforms
A sound understanding of financial planning compliance and documentation requirements
Excellent attention to detail and a commitment to getting things right
Strong organisational and workflow-management skills
Confidence communicating with clients, advisers and external providers
Excellent written and verbal communication skills
The ability to prioritise and work independently without needing constant direction
A positive, practical approach and a willingness to help the team when needed
About us
Excel Wealth is a friendly, motivated and professional Sunshine Coast business. We understand that experienced people value flexibility, trust and a positive working environment. You'll be joining a local financial planning practice where your experience will be valued and where you can have a genuine impact on how we look after our clients and operate day to day.
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📌 Client Service Officer (Queensland)
🏢 Excel Wealth Group
📍 Queensland