- EARN $75,000 - $80,000 pa (FTE, pro-rata for part-time) + Super | Based on Experience
- Join a Growing Boutique Financial Planning Practice With a Warm, Collaborative Culture
- Supportive, Small & Friendly Team Culture | Full Or Part Time Option Available
- EARN $75,000 - $80,000 pa (FTE, pro-rata for part-time) + Super | Based on Experience
- Join a Growing Boutique Financial Planning Practice With a Warm, Collaborative Culture
- Supportive, Small & Friendly Team Culture | Full Or Part Time Option Available
About The Company
Our client is a well-established financial planning practice providing tailored wealth management advice to individuals and families across Brisbane and surrounding regions. With a client-first philosophy, the business specialises in helping clients achieve their financial goals through personalised strategies and long-term partnerships. As the business continues to grow through organic growth and strong referral partnerships, they have built a collaborative, team-first culture supported by experienced paraplanning and administration staff.
About The Opportunity
The primary purpose of this position is to work closely with an experienced Adviser, playing a key role in delivering exceptional client service while developing your technical knowledge and industry experience within financial planning.
Reporting directly to the Financial Adviser, some of your responsibilities will include:
- Supporting the Adviser with client administration
- Liaising with clients, managing enquiries and booking appointments
- Preparing review meeting documentation
- Drafting simple ROAs
- Attending client meetings and completing file notes
- Implementing financial advice recommendations
- Assisting with ongoing client service activities
About You
The successful candidate will have:
- Minimum 2+ years' experience in a customer service role within the finance or financial advice sector
- A genuine interest in financial advice
- Relevant studies or working towards a financial planning qualification (beneficial)
- Strong communication and organisational skills
- Motivation to build a long-term career in the industry
What's in it for You?
- Supportive, Small & Friendly Team Culture
- Growing Business With Ongoing Organic Growth
- Community-Focused Organisation Supporting Local Initiatives
- Long-Term Career Opportunity Within An Expanding Financial Practice
- Flexible Start and Finish Times
- Full or Part-Time Options Available - Part-Time Hours of 9:30am–2:30pm
Customer Service Officer employer: RecruitShop
Our client is an exceptional employer, offering a unique opportunity to work within a well-established professional services firm in the heart of Sydney CBD. With a strong focus on employee growth and development, the company provides ongoing training and support, fostering a collaborative work culture that values accuracy and accountability. Employees enjoy a blend of family office and private client accounting, with genuine autonomy in their roles, making it a rewarding environment for those seeking meaningful and impactful work.
