Overview of the Company

Our client is a client-focused financial advice practice based in Chermside, Brisbane. They help people build their financial future through personalised advice across retirement planning, superannuation and investments. By taking the time to understand each client's values, priorities and aspirations, they develop tailored strategies that support their goals and the lifestyle they want to achieve.

Primary responsibilities and duties:
Read Statements of Advice (SOAs) and advice documents to prepare detailed, end-to-end implementation plans.
Identify all necessary platform forms and steps (e.g., super applications, pensions, rollovers, fee nominations).
Delegate, allocate, and coordinate workflow tasks with the offshore support team.
Review, validate, and check forms prepared by the offshore team for 100% accuracy and completeness (ensuring correct signatures, binding nominations, etc.) prior to submission.
Execute advice/platform lodgements and implementation.

Key qualifications and skills required for this position:
Genuine, demonstrable technical understanding of superannuation, retirement/pension products, contributions, withdrawals, and rollovers.
Solid workflow management, initiative,



and attention to detail to act as a quality control checkpoint.
Solid working knowledge of investment platforms (e.g., North, IOOF, Hub24) and the mechanics of platform operations.
Ability to interpret an SOA in depth to deduce required forms and procedural steps.
Strong interpersonal and people skills to communicate effectively with clients, team members, and offshore staff.
Teachable, adaptable mindset with an openness to growth and ability to work autonomously.

Level of experience considered ideal for this position:
Senior-level experience where technical knowledge (contributions, pensions, rollovers) is fully genuine and demonstrable, not assumed.
Prior workflow coordination background managing processes alongside offshore administrative support within a Financial advice practice.
Experience handling implementation and execution within a Financial advice practice.

Advantages
WFH flexibility after probation
Flexible Start/Finish times
Ongoing support and mentoring
Part time or Full-time arrangments considered
$85,000 - $95,000 + Super
J-18808-Ljbffr

📌 Client Service Officer/manager Chermside Brisbane
🏢 Advance Recruitment Partners Australia
📍 Brisbane