Brisbane CBD, on-site | Full-time | Salary flexible, depending on experience

How we treat people matters.

At Dorset Wealth Management, we value people who care about clients, support their colleagues and take pride in doing things properly.

Experience is welcome, but we also recognise potential. We can teach our systems and processes and help you build your financial planning knowledge. We place particular importance on kindness, integrity, reliability and a willingness to learn.

About Dorset Wealth Management

Dorset Wealth Management is a financial advice practice on Queen Street, Brisbane, holding its own Australian financial services licence. Since establishing the business in 2024, we have grown steadily and are looking for someone to grow with us.

The role

You will support four financial planners and work closely with our in-house paraplanning team, reporting to our Wealth Support Manager and Executive Wealth Partner.

You will help clients move through the financial planning process by:

- Coordinating client onboarding, information collection and paperwork.
- Carrying out administrative steps to implement advice after clients have agreed to proceed, under adviser direction and our established procedures.
- Liaising with insurance and other financial product providers on behalf of clients and advisers.
- Preparing client files and information for review meetings.
- Working with our paraplanners to keep the advice process moving.
- Maintaining accurate records, tracking outstanding tasks and keeping people informed.
- Supporting colleagues and undertaking other reasonable duties as business needs change, with appropriate training and support.





This is a client service and administrative support position. Questions requiring financial advice are referred to the responsible adviser.

What matters to us

We are looking for someone who:

- Treats clients and colleagues with patience, kindness and respect.
- Listens carefully and adapts their communication to different needs.
- Takes ownership of tasks and follows through on commitments.
- Asks questions when unsure and raises mistakes or concerns promptly.
- Welcomes feedback and uses it to improve.
- Works cooperatively and can discuss different views respectfully.
- Is willing to help across a small team and adapt as priorities change.
- Handles confidential information carefully.
- Checks their work and communicates clearly in writing.
- Builds confidence in managing tasks independently as their knowledge develops.

- We welcome different backgrounds, personalities and working styles. Our shared expectations are about how we care for clients and work together.

Experience and qualifications

Experience in client services, adviser support or a similar role is preferred, ideally one year or more. However, we also welcome applicants with relevant transferable skills from other industries.

Xplan experience and financial planning qualifications or current studies are beneficial, but are not essential.



A willingness to keep learning is significant; pursuing formal qualifications is not a requirement for a long-term career in this support role.

What we offer

- A flexible salary, depending on your experience.
- Full-time hours.
- Structured training in our systems and processes, with support from experienced colleagues.
- Study support may be available, depending on your role and development goals.
- Quarterly performance feedback.
- A potential pathway into paraplanning or advice for those interested.
- An equally valued long-term career in adviser and client support.

Progression into an advice role is subject to the applicable education, exam, professional year, authorisation and registration requirements.

How to apply

Email your CV and a short cover letter to [email protected]

Tell us why this role interests you and give a brief example of how you helped a client, customer or colleague through a difficult situation. Please leave out names and confidential details.

We review applications as they arrive and will close the advertisement once the role is filled, so we encourage early applications.

Applicants must have Australian work rights that permit them to undertake this full-time role.

Appointment is subject to reference checks and a national police check, undertaken with your consent and assessed in relation to the responsibilities of the position.

We welcome applications from people of all backgrounds. Reasonable adjustments are available during recruitment and in the workplace. Please let us know what would help you participate in the application process.

Dorset Wealth Management Pty Ltd | AFSL 558504

📌 Wealth Support Officer (Client Services Officer) (Brisbane City)
🏢 Dorset Wealth Management
📍 Brisbane City