Client Services Officer - Financial Planning (Coolangatta)

Client Services Officer
- Financial Planning
- Coolangatta, Gold Coast | Full Time About the Company: Competitive Advantage HRM & Recruitment is proud to be recruiting on behalf of a boutique financial planning firm on the Gold Coast. This business is known for providing personalised, client-first financial services, and their strong dedication to nurturing long-term client relationships. Our client operates with a strong emphasis on family values, trust, and excellence. With an expanding client base, the company is now seeking a Client Services Officer (Financial Planning) to join their team and support continued growth. About the Role: This is a hands-on role supporting financial advisers and ensuring all client advice is implemented smoothly, accurately, and in line with compliance requirements. You will play a critical role across the full advice implementation process, including managing applications, rollovers, and ongoing client servicing requirements across superannuation, investments, and insurance. Key Responsibilities:
- Prepare and submit superannuation, insurance, and investment applications
- Manage super rollovers, contributions, and fund-related requests
- Prepare and process fee consent forms and ongoing service documentation
- Support financial advisers with client review preparation, including data gathering, reporting and documentation
- Manage post-review implementation, ensuring all agreed strategies are actioned correctly
- Liaise with product providers, platforms, insurers, and funds to progress client outcomes
- Maintain accurate client records and workflows in CRM systems
- Ensure all work is completed in line with compliance and best practice standards About You:
- Previous experience within a financial planning firm in a Client Services or Paraplanning role
- Strong working knowledge of superannuation, investment platforms, and personal insurance
- Proven experience managing end-to-end implementation of advice
- RG146 qualification
- High attention to detail and strong organisational skills
- Ability to manage multiple tasks and meet deadlines in a structured environment
- Confident communication skills with a professional approach
- Experience with CRM systems (e.g. HubSpot)
- Progress towards or completion of a Diploma or Advanced Diploma of Financial Planning What is on Offer:
- Join a growing, professional financial advice firm
- Work alongside experienced advisers within a high-performing team
- Clear pathway into senior CSO, paraplanning, or advisory roles
- Structured processes and modern systems
- Supportive team culture with strong standards and accountability
- This role is suited to someone looking to build a long-term career in financial planning
- not simply in an administrative capacity, but as a key contributor to delivering high-quality advice, solid client service, and meaningful client outcomes. Apply Now: Apply with your resume and a short cover letter outlining why this role stands out to you. Job Type: Full-time Pay: From $70,000.00 per year Work Authorisation
- Australia (Required) Work Location: In person Apply on Kit Job: kitjobau.com/job/3qfvul