Client Service Officer (Xplan)

Client Service Officer

Work Setup: Remote/WFH

About the role

We are looking for an experienced Client Service Officer (CSO) with a strong background in Australian financial planning to support the day-to-day administration and client service requirements of Australian financial planning firms. The ideal candidate has practical, hands-on experience managing the end-to-end client administration process, with PlutoSoft experience being essential. Experience supporting Self-Managed Super Funds (SMSF) will be highly desirable. This role requires someone who can work independently, manage multiple administrative processes accurately, and confidently navigate Australian financial planning systems, products, and workflows.

Key responsibilities

• Manage the end-to-end client administration process for Australian financial planning clients.
• Provide administrative and operational support to financial advisers and planning teams.
• Prepare, process, and maintain client documentation and records.
• Coordinate client requests, applications, reviews, and other financial planning administration requirements.
• Ensure client information and documentation are accurate, complete, and maintained in accordance with established processes.
• Manage follow-ups with clients, product providers, advisers, and other stakeholders as required.
• Process and monitor financial planning-related transactions and administrative tasks.
• Use PlutoSoft confidently for day-to-day client administration and workflow management.
• Support the preparation and processing of financial planning documentation and related correspondence.
• Maintain a high level of accuracy, confidentiality, and compliance when handling client information.

About you

• 3–4+ years of experience in Australian financial planning administration/support.
• Strong practical knowledge of Australian financial planning processes, products, and administration.
• Proven ability to independently manage end-to-end client administration.
• Hands-on PlutoSoft experience is essential.
• Strong attention to detail and ability to manage multiple tasks and deadlines.
• Excellent written and verbal English communication skills.
• Ability to work independently while collaborating effectively with Australian-based clients and financial planning teams.
• Strong understanding of client confidentiality and the importance of accuracy in financial services administration.
• SMSF administration/support experience is highly desirable.
• Experience working directly with Australian financial advisers or financial planning firms is highly desirable.