At a Glance
- Tasks: Deliver advanced admin support in financial planning and manage complex implementation tasks.
- Company: Reputable financial planning organisation focused on compliance and service standards.
- Benefits: Immediate start, hybrid work model, and exposure to complex financial planning.
- Other info: Opportunity for career growth in a compliance-focused setting.
- Why this job: Join a structured team and make an impact in a professional environment.
- Qualifications: 2+ years in financial planning and advanced Xplan experience required.
The predicted salary is between 66150 - 80850 $ per year.
Immediate start 3-month contract within a professional financial planning environment. Advanced implementation exposure across super, investments, insurance and SMSF. Brisbane CBD location with 1 day work from home.
About the Client
Our client is a reputable financial planning organisation operating within a regulated AFSL environment. With a strong focus on compliance, accuracy and adviser service standards, they provide structured and high-quality administration support across superannuation, pensions, investments and insurance.
About the Role
As a Senior Customer Service Officer within the Administration Services team, you will deliver advanced administrative and technical implementation support while acting as a key knowledge resource for the broader team. Reporting to senior leadership, you will manage complex implementation tasks, maintain high data accuracy within Xplan and ensure advisers receive timely updates in line with service standards.
Key Responsibilities
- Manage advanced implementation across superannuation, pensions, investments, insurance and SMSF
- Process rollovers, rebalances, account changes, buy/sell transactions and annuity setups
- Maintain accurate and compliant data entry within Xplan
- Complete implementation checklists within required timeframes
- Liaise professionally with advisers, providers and internal stakeholders
- Ensure documentation standards and research accuracy are consistently maintained
What's in it for You?
- 3-month contract opportunity with immediate impact
- Exposure to complex technical financial planning implementation
- Professional and structured team environment
- Hybrid working model (4 days office, 1 day work from home)
- Opportunity to work within a compliance-focused AFSL setting
About You
- Minimum 2 years' experience within an Australian financial planning practice or dealer group
- Advanced Xplan experience (essential)
- Strong understanding of superannuation, investments and insurance implementation
- High attention to detail and strong organisational skills
- Confident communicator with professional written and verbal skills
- Proactive, adaptable and team-oriented
If you're an experienced CSO ready to step into a senior-level contract role, apply now or reach out for a confidential discussion. Due to the high volume of applications, only shortlisted candidates will be contacted directly. We appreciate your understanding.
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