The Peak Partnership – Upper Mount Gravatt QLD
Join a high-performing advice team delivering real client outcomes across super, investments & insurance. About the Role
We are seeking an experienced Client Service Officer (minimum 3 years) to join our growing financial planning practice at Peak Partnership Wealth Design Solutions.
This is a key role within our advice delivery team, focused on end-to-end implementation of financial advice strategies across superannuation, investment platforms, and personal insurance.
You will work closely with advisers and clients to deliver seamless, high-quality implementation outcomes.
Key Responsibilities
- End-to-end implementation of financial advice strategies
- Work across multiple super, wrap and investment platforms
- Assist with risk insurance implementation and servicing
- Arrange term deposits and investment transactions
- Support and execute listed investments / share trades (minimal/sporadic only)
- Act as primary point of contact for clients during implementation
- Manage workflow and tasks through XPlan
- Prepare and collate review and compliance documentation
- Maintain accurate client records and data integrity in XPlan
About You
- Minimum 3 years' experience in a financial planning CSO role
- Strong working knowledge of XPlan (essential requirement)
- Excellent organisation, time management and attention to detail
- Ability to manage competing priorities and meet deadlines
- Professional communication skills and client focus
Highly regarded:
- Experience across multiple superannuation and investment platforms
- Exposure to risk insurance (applications, underwriting, servicing)
- Confidence managing end-to-end implementation independently
- Desire to grow your career within financial planning
About Us
Peak Partnership Wealth Design Solutions is a well-established financial planning firm based in Upper Mount Gravatt.
We bring together over 30 years of financial planning experience and 40+ years in accounting, delivering advice centred on Advice. Clarity. Direction.
We are a professional, supportive team that values high standards, collaboration, and work-life balance.
What We Offer
- Flexible work arrangements, including work-from-home options
- On-site parking (Southside Brisbane location)
- Monthly early finish (4pm Friday)
- Professional development and growth opportunities
- Employee Assistance Program (confidential counselling)
- Loyalty-based financial rewards
- Access to group insurance via employer super fund
Why This Role?
This role is ideal for an experienced CSO who wants to:
- Work across a broad range of strategy types and platforms
- Take ownership of their work and client outcomes
- Be part of a quality, client-focused advice business
- Continue developing within a supportive and professional team
