Client Services Officer — Boutique Financial Planning Growth

A boutique financial planning firm in Melbourne is seeking an experienced Client Services Manager to support their dynamic team. The role involves maintaining the X-Plan database, managing client reviews, and providing service support. Candidates should have at least 5 years of financial planning administration experience and 2 years with XPLAN. This...

Financial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...

We are a well-established financial planning firm seeking an experienced Senior Client Service Officer that is ready to step into a broader Client Services Manager role. This position oversees client administration, adviser support, insurance workflows, and CRM/task management. ABOUT THE ROLE Manage client onboarding, SOA/ROA implementation, and review...

We are a boutique financial planning firm known for delivering tailored, high‑quality advice to a diverse clientele. Our close‑knit team values collaboration, innovation, and continuous professional growth. As our Client Services Officer, you’ll work closely with advisers and paraplanners to deliver a seamless client experience. You’ll manage client...

A financial planning firm in Gold Coast is seeking an experienced client service professional to support Financial Planners and manage client queries. The ideal candidate will have 2-3 years of experience in the financial sector, excellent communication skills, and familiarity with Xplan. This role not only offers professional development but also the...

We're seeking a detail-focused Client Services Officer to support our financial planning practice in Runaway Bay . This role suits someone who takes pride in accuracy, organisation, and delivering excellent client service. About the Role You'll provide administrative and client support to ensure the smooth delivery of financial advice and services. Working...

A financial planning firm in Gold Coast seeks an experienced client service professional to support Financial Planners and manage client queries. Responsibilities include implementing SOA's and maintaining client databases. Ideal candidates have 2-3 years' experience in the financial sector, excellent communication skills, and familiarity with Xplan. This...

Based in Malvern 3144, Maddern Financial Advisers provide specialised focus and integrated financial advice to small‑medium business owners and successful career professionals. We hold our own AFSL and are a fee‑for‑service business. Our well‑established firm has a great team culture and has won several awards over the years. Our loyal client base is...

A growing financial planning firm in Gold Coast seeks an experienced client service professional to support financial planners and manage client interactions. Ideal candidates will have 2-3 years in the financial advice sector, strong communication skills, and a focus on client service. This role offers opportunities for growth within a dynamic team,...

Atlas Wealth Management is an award-winning financial planning firm specialising in advice for Australians living and working overseas. With over 14 years of experience and our own Australian Financial Services Licence (AFSL), we support clients in more than 50 countries, from tech professionals in Silicon Valley to legal experts in London. Due to continued...