Client Service Professional

Join a Growing Wealth Management Team

We are a leading financial advice firm dedicated to helping clients achieve financial confidence and clarity. We are passionate about delivering exceptional advice, outstanding service, and long-term client relationships.

As our business continues to grow, we are seeking a Client Service Professional to join our team in either our Brisbane or Canberra office.

Importantly, this opportunity exists because our previous Client Service Professionals have progressed into Financial Planner roles within the business. We are proud of our track record of developing talent and creating genuine career pathways for ambitious individuals looking to build a long-term career in financial advice.

---

About the Role

As a Client Service Professional, you will play a central role in delivering an exceptional client experience while supporting our advisers throughout the financial advice process.

You will work closely with clients, advisers, product providers and professional partners to ensure advice recommendations are implemented efficiently and client needs are met with professionalism and care.

Key Responsibilities

• Build and maintain strong relationships with clients through exceptional service and communication
• Support advisers in the preparation, implementation and ongoing management of financial advice
• Manage client enquiries promptly and professionally
• Coordinate client meetings, annual reviews and ongoing communications
• Prepare and process documentation relating to investments, superannuation, insurance and retirement income strategies
• Liaise with product providers, accountants, solicitors and other professional stakeholders
• Maintain accurate client records and assist with compliance requirements
• Support client onboarding and ongoing service initiatives
• Contribute to the continuous improvement of client experience and internal processes

---

About You

You are professional, organised and proactive, with a genuine passion for helping people and delivering outstanding client outcomes.

You thrive in a fast-paced environment, take pride in your work, and enjoy being part of a collaborative team.

Ideally, You Will Have

• Previous experience in financial planning, wealth management, banking, accounting or professional services
• Strong client service and administrative skills
• Excellent written and verbal communication skills
• High attention to detail and exceptional organisational abilities
• The ability to manage multiple priorities and meet deadlines
• A collaborative approach and ability to work across multiple office locations
• Experience using CRM systems and financial planning software (desirable)
• A positive attitude and strong commitment to professional development

---

Why Join Us?

Our people are our greatest asset. We believe in creating an environment where talented individuals are supported, challenged and given every opportunity to succeed.

We Offer

• A supportive, collaborative and high-performing team culture
• A clearly defined career pathway within a growing advice business
• A proven history of developing Client Service Professionals into Financial Planners
• Ongoing mentoring, training and professional development
• Exposure to all aspects of the financial advice process
• Opportunities to broaden your responsibilities as your skills and confidence grow
• Modern offices located in Brisbane, Canberra and Sydney
• Competitive remuneration and employee benefits
• The opportunity to work alongside experienced advisers and industry professionals

---

More Than a Client Service Role

This is an ideal opportunity for someone seeking a long-term career in financial advice rather than simply an administration position.

You'll gain valuable industry experience, develop technical knowledge, build meaningful client relationships, and be supported by a team that is genuinely invested in your success.

Whether you're already working within financial services or looking to take the next step in your professional journey, we can provide the platform to help you achieve your career goals.

---

Apply Now

If you're passionate about delivering exceptional client service and want to build your future with a respected and growing wealth management firm, we'd love to hear from you.

Please submit your resume together with a brief cover letter outlining your experience and interest in the role.