Client Support Officer - Brisbane & Gold Coast Locations

Stirling Andersen

Brisbane & Gold Coast Client Support Officers required for Financial Planning practices looking to grow their teams due to increased workflow.

  • Brisbane & Gold Coast locations available
  • Join a high performing & busy teams
  • Full time opportunities - career progression

We are supporting a number of high-performing and busy Financial Planning firms throughout Brisbane and the Gold Coast locations looking to bolster their Client Support teams.

You will be working in a team of Financial Planning professionals supporting a number of high-performing Financial Advisors delivering distinctive value to clients, helping them achieve their financial goals.

Key requirements:
  • Assisting advisers with client relationship management
  • Maintaining the integrity of the client database
  • Preparing quotes, implement advice documentation
  • Providing technical administrative support to advisers, associate advisors, and the broader wealth team
  • Contributing to continuous process improvement
  • Liaising with product providers and other third parties
  • Ensuring accuracy and compliance of client files and advice documents
  • Assist with the identification of new client opportunities
The ideal:
  • Diploma of Financial Planning is highly regarded
  • Experience as a CSO in a Financial Planning firm is essential
  • Xplan experience preferred
  • Strong relationship/customer service skills

Please Apply Now or contact Emma Ryan for a confidential conversation about this role 07 3224 9300 or