You're the person who makes sure nothing slips. Client files are current, reviews are ready well before the meeting, and the adviser walks in knowing exactly where everything stands. Wealth Effect Group has spent more than 15 years advising pre-retirees, retirees, business owners and SMSF trustees. We've made two acquisitions in the last three years and we're growing fast. We're a small, sharp team of three in our Currumbin office, backed by support staff offshore and a lot of smart technology. That means no layers and no politics. You work directly with the Principal Adviser and own your part of the business.

What you'll be doing Most of the role (around 70%) is running client service:

Booking and managing all client appointments, including reviews, new client meetings and signings

Calling clients to chase information, confirm meetings and keep things moving

Keeping Xplan accurate and current for every client, and running Xplan workflows so nothing is missed

Preparing review packs and making sure every review is ready ahead of the meeting

Managing onboarding, portfolio transactions, transfers, contributions and withdrawals

Liaising with platforms, product providers and accountants, and keeping the adviser across every open matter

The rest (around 30%) is associate work:

Gathering and organising client financial information ahead of advice

Modelling in Xplan,



Wealth Solver and Risk Researcher

Preparing paraplanning requests

Joining client meetings where needed, taking notes and actioning follow-up

About you

5+ years in financial planning in a client services, associate or paraplanning role

Hands-on experience with Xplan (including workflows), Wealth Solver and Risk Researcher

Strong knowledge of investment platforms and admin processes

Happy on the phone all day. You like talking to clients and you're good at building relationships

You work fast without getting sloppy, and you notice when something does'nt add up

Organised, self-driven and comfortable owning a workload without being chased

Comfortable working alongside AI tools and keen to use them to work smarter

Perks

Real responsibility and visibility across a growing business

A pathway into an Associate Adviser role if that's where you want to go

Work from home one day per week after probation

An established practice where your work is noticed

About us Wealth Effect Group has spent more than 15 years advising pre-retirees, retirees, business owners and SMSF trustees. We've made two acquisitions in the last three years and we're growing fast. We're a small, sharp team of three in our Currumbin office, backed by support staff offshore and a lot of smart technology.

📌 Client Services Manager (Gold Coast)
🏢 Wealth effect
📍 Gold Coast