Client Support Officer - Brisbane CBD

Stirling Andersen

Financial Planning firm in Brisbane's CBD are looking for a Client Service Officer to support a team of performing Financial Advisers.

  • Brisbane CBD location
  • Join a high performing & busy team
  • Busy role with a compliance focus & implementation focus

A high performing and busy Financial Planning firm in Brisbane CBD are seeking a Client Support Officer / Financial Planning Assistant. In this amazing opportunity, you will be working in a team of Financial Planning professionals supporting a team of high performing Financial Advisors delivering distinctive value to clients, helping them achieve their financial goals.

The 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 9303 or