Client Service Officer

About the role

Join a well-established private wealth firm supporting a Senior Adviser. You will play an integral part in delivering end-to-end client service and coordinating advice implementation in a collaborative environment.

We're a growing boutique financial planning firm that helps successful professionals, families and retirees make confident decisions about their financial future. Our team is passionate about delivering exceptional client outcomes while creating a supportive, collaborative and genuinely enjoyable workplace.

We're looking for someone to join our team who thrives in a team environment and wants to build a career in financial planning.

Why Join Us?

• Supportive and collaborative team culture
• Stable, growing business with supportive leadership
• Brisbane CBD location

Key responsibilities include:

• Prepare client review packs and meeting documentation

• Advice implementation

• Portfolio management support

• Ongoing client relationship management

• Liaise with clients and manage enquiries

• Liaise with accountants and external stakeholders

• Draft simple ROA's

• Maintain accurate records

What We're Looking For

• Minimum of 3 years work experience in a client support or customer facing role;
• Exposure to superannuation, investments and tax strategies;
• Xplan capability **(**preferred, not mandatory);
• Ability to manage competing priorities and meet deadlines;
• Ability to adopt new systems and processes efficiently;
• Strong computer and data management skills;
• Excellent communication and relationship-building skills;
• Professional, organised and detail-focused approach;
• A proactive attitude and genuine desire to build a long-term career in financial planning;
• Determination to succeed, commitment to the business and an eagerness to learn.

About the Company/culture

HSP Private Wealth provides tailored wealth solutions to clients with a high level of service and personalised advice and the client service role is a key element of this. The business offers holistic advice across investments, superannuation and strategic planning. The business is highly regarded for the quality of its advice, depth of experience and long-standing commitment to client outcomes.

People enjoy working here because of the collaborative and easy-going culture. The team is professional and polished, while remaining supportive, approachable and focused on continuous learning and development.

Our Adviser, James Kenny, holds a Bachelor of Commerce degree with majors in Financial Planning and Accounting and is also a Certified Financial Planner. James is one of the most awarded Financial Planners in Australia having won multiple awards including:

• Money Management Financial Planner of the Year
• PlanPlus Global Financial Planning Award – Winner, Asia Region
• FPA Best Practice Awards – Brisbane CFP® Winner
• FPA Value of Advice Awards – National Finalist (Top 3)
• Independent Financial Adviser Excellence Awards (National Finalist)
• Wealth Professional Top 50 Adviser
• AFR Smart Investor Masterclass exam – National Top 10

This is an opportunity to learn from experienced professionals and grow with a business that is expanding. An attractive remuneration package will be offered based on experience. Full-time or part-time roles available.

Click APPLY today or email Mary at [email protected] if you have any questions.