Client Services Officer - Financial Advisor (Cleveland)

About the Opportunity

Join a respected and growing South Brisbane multidisciplinary firm within their Wealth Management team. Supporting an experienced Financial Adviser, you will work with an established client base across superannuation, investments, insurance, and cash flow management, helping deliver a seamless and high-quality client experience.

This is a hands-on opportunity suited to a proactive and detail-oriented Client Services Officer who enjoys working in a fast-paced, professional environment.

About the Business This well-established private firm provides integrated financial advice services to individuals, business owners, and high-net-worth clients. Backed by an experienced long-term team, the business offers a collaborative, professional culture and continues to experience strong and steady growth.

Key Responsibilities

- Coordinate and implement financial advice recommendations
- Prepare and manage Fee Disclosure Statements (FDS) and associated documentation
- Prepare and finalise SOA/ROA
- Execute and process trades efficiently and accurately
- Liaise with superannuation funds and external providers regarding client matters
- Provide day-to-day support to the Financial Adviser and broader Wealth Management team
- Ensure all client administration is completed accurately and within required timeframes
- Assist in maintaining a smooth and professional client experience across all touchpoints Skills & Experience

- Previous experience in a Client Services Officer, Client Support, or similar financial planning support role
- Strong understanding of financial planning administration and advice implementation processes
- Exposure to SMSF and high-net-worth client environments highly regarded
- Xplan experience advantageous
- Excellent attention to detail and organisational skills
- A proactive mindset with the ability to work independently and take initiative
- Strong communication skills and a client-first approach Advantages

- Join a respected and growing firm with solid ongoing client demand
- Supportive and collaborative team culture
- Flexible working arrangements
- On-site parking provided
- Stable business with long-term career development opportunities
- Opportunity to work closely with experienced professionals in a multidisciplinary environment Ready to Make an Impact? If you’re ready to grow your skillset, implement change, and take ownership of your role, we’d love to hear from you!

Apply directly or reach out to Caitlin Neville | Principal Recruitment Consultant @ Niche Talent | Public Practice Specialist.

P: 04•• ••• 395 E: cai••••@nichetalent.com.au Apply on Kit Job: kitjobau.com/job/3qqil7