Client Services Representative

Brisbane | $70,000 + Super | Clear Pathway into Financial Advice

Are you an ambitious Client Services Officer or Financial Planning Administrator looking for more than a traditional support role?

Our client is a growing, technology-forward financial advice firm seeking a confident and highly motivated individual to join its fast-paced team. This is an opportunity for someone who enjoys being busy, communicating with clients, taking ownership, and building a long-term career in financial advice.

The firm operates in a high-volume, fee-for-service environment and with strong demand for advice and a broad client base, this role will provide exposure to the full advice process while offering a genuine pathway toward becoming a Financial Adviser.

The Opportunity

Working closely with a team of experienced Financial Advisers, you will play a key role in managing client relationships, coordinating appointments, supporting advice implementation, and ensuring the client journey runs smoothly.

This is not a passive back-office administration position. You will be heavily involved in client communication, expected to manage competing priorities, and encouraged to take initiative in a fast-moving environment.

Key Responsibilities

• Manage adviser diaries, client appointments, and meeting coordination
• Communicate confidently with clients over the phone and assist with ongoing client enquiries
• Coordinate and manage client workflows throughout the advice process
• Liaise with product providers and external stakeholders
• Support the implementation of financial advice and follow up on outstanding requirements
• Prepare and maintain accurate client records and documentation
• Assist with pre- and post-meeting administration
• Help manage a high volume of client activity while maintaining a strong attention to detail

About You

You will be ambitious, adaptable, and comfortable working in a high-performance environment. The successful candidate will be someone who wants to build a career rather than remain in the same support position long term.

You may currently be working as a:

• Client Services Officer
• Financial Planning Administrator
• Client Services Manager
• Practice Support Officer
• Financial Advice Administrator

To be successful, you will demonstrate

• Strong attention to detail and organisational skills
• Confidence communicating with clients, particularly over the phone
• Experience managing diaries, appointments, and competing priorities
• A proactive and hardworking approach
• Strong administrative and technical capabilities
• The ability to remain organised in a fast-paced environment
• A professional, personable, and client-focused communication style
• A willingness to learn and take on increasing responsibility
• Confidence using technology and adapting to new systems
• Experience working with Apple/Mac-based systems, or the ability to adapt quickly
• A genuine long-term interest in progressing into financial advice

What’s on Offer

• Salary: $70,000 + Super
• Genuine pathway toward becoming a Financial Adviser
• Exposure to a broad range of financial planning strategies and clients
• Hands-on involvement throughout the advice and implementation process
• Direct mentoring and development from experienced advisers
• A high-energy, collaborative, and growth-focused environment
• Exposure to modern technology and AI-driven business processes
• The opportunity to take on greater responsibility as your capability develops

If you are motivated, client-focused, confident on the phone, and eager to build a long-term career in financial advice, we would like to hear from you.

Apply now or contact me for a confidential discussion

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