Client Service Officer
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Job Location:
Monthly Salary:
Posted on:
20-09-2025
Vacancies:
1 Vacancy
Job Summary
EARN $85000 Super Bonus Flexible Fridays Monthly Team Lunch
Join a Reputable Self Licensed Financial Planning Firm Based In Robina
Long Term Career Opportunities Supportive Team Environment
About The Company
Our client is a fully self-licensed independent financial planning business with over 35 years of experience delivering specialist retirement advice to clients and families across Australia. With a clear mission to deliver sustainable best interest advice and a strong culture built on respect honesty accountability and relationships they pride themselves on fostering trusted long-term client connections.
About The Opportunity
Reporting directly to theAdministrative Co-ordinator some of your responsibilities will include:
- Maintaining accurate client records and data in Xplan and SharePoint
- Supporting compliance documentation adviser diaries and internal workflow
- Proactively supporting Advisers in delivering new business and ongoing services
- Liaising with fund managers Centrelink share registries and other key stakeholders
- Preparing client files reports and implementation documents including superannuation pension and investment portfolios
About You
- Minimum 3 years experience in a client service or financial services admin role
- Xplan experience preferred
- Diploma of Financial Services (preferred)
- Excellent organisational and communication skills
- Strong attention to detail and high level of integrity
Whats In It For You
- Off-Street Parking Available
- Friday Morning Coffee Runs
- $85K Super Annual Bonus Up To 5%
- Full Time In-Office Role-Based In Robina QLD
- Monthly Team Lunch Paid For By The Company
- Flexible Fridays Leave Early If Weekly Work Is On Track
- Long-Term Career Opportunity With A Stable Respected Firm
- Friendly Collaborative Team Where All Advisers Are Equity Partners
Apply today and dont miss out on this exceptional opportunity to join a company that truly values its people and clients.
Required Experience:
Unclear Seniority
Key Skills
- Children Activity
- Catering
- Cost Estimation
- FX
- Insulation
- Airport
