At a Glance
- Tasks: Drive client advice implementation and manage workflows in a dynamic financial planning office.
- Company: Join a vibrant team in Fortitude Valley with modern facilities.
- Benefits: Enjoy early finishes on Fridays, flexible work policies, and birthday leave.
- Other info: Hands-on role with great opportunities for professional growth and development.
- Why this job: Make a real impact by ensuring clients receive timely and accurate advice.
- Qualifications: Experience in financial planning services and advanced Xplan skills required.
The predicted salary is between 47250 - 57750 $ per year.
Own end-to-end advice implementation in a busy financial planning office where Xplan is central to how work gets done. This role exists to keep advice moving from strategy to executed outcomes, protecting the client experience and freeing advisers to focus on meetings and recommendations. It will suit a confident client services professional who enjoys follow-up, detail, and getting things finalised properly.
Benefits
- Early finish every Friday at 1pm, built into the working week
- Flexible working policy to accommodate individual circumstances while keeping client service standards high
- Premium Fortitude Valley workspace with modern facilities and equipment in an easy-to-access location
- Professional development and education investment as part of your ongoing growth in advice operations
- Birthday leave so you can take the day to celebrate
- Loyalty leave with an extra week of annual leave once you reach 5 years' tenure
Key Responsibilities
- Drive the implementation of holistic advice, ensuring recommendations are actioned accurately and on time
- Manage new and ongoing client service workflows, including client communications and relationship coordination
- Proactively chase and reconcile documentation with clients, advisers, and third-party providers to keep cases progressing
- Support advisers by preparing for meetings and ensuring required paperwork and follow-ups are organised
- Maintain high-quality task and workflow management in Xplan, with clear notes, status updates, and next steps
- Provide office-based support including client greeting and administrative coordination as required
Requirements
- Demonstrated experience in financial planning client services, with a solid understanding of the advice process
- Strong implementation experience across advice documentation and follow-through
- Advanced Xplan capability (essential)
- High attention to detail and the ability to manage multiple priorities without losing accuracy
- Clear, professional communication with clients, advisers, and external providers
- Strong time management and a flexible, service-first approach
Reality check: this is a hands-on, office-based role involving proactive follow-up and documentation management to keep advice moving.
Client Service Officer in Brisbane employer: Fuse Recruitment
Join a prestigious wealth management firm in Melbourne's CBD, where you will thrive in a collaborative and innovative environment that prioritises professionalism and client-centred service. As an Experienced Paraplanner, you'll have the opportunity to refine your skills while contributing to the firm's reputation for excellence, all within a supportive culture that encourages career progression and personal growth.
