Client Implementation Lead – Financial Planning

Advance Recruitment Partners; City of Brisbane; Hybrid; AUD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

4 weeks annual leave

Additional leave after 1 year

Work-from-home flexibility

Professional development & training

Supportive team culture

Zusammenfassung

Advance Recruitment Partners in Brisbane, QLD is seeking a proactive Client Services Officer to support the client experience from advice through to completion. You will coordinate implementation across advisers, clients and stakeholders, ensuring timely, compliant delivery of financial services.

You will work in a collaborative team, handling documentation, ongoing client contact and process improvements while maintaining high levels of service and accuracy.

Qualifikationen

• At least 1 year’s experience in a similar financial services/client services role.
• Interest in building a career within a growing financial planning business.
• Experience with XPlan or similar financial planning software (highly regarded).
• Excellent organisation skills and the ability to manage competing priorities.
• Strong written and verbal communication skills.

Aufgaben

• Own the implementation journey from advice through to completion.
• Prepare for implementation with accurate SoA and documentation.
• Coordinate implementation of insurance, superannuation, investments and other strategies.
• Support clients with professional, responsive service throughout the process.
• Liaise with clients, advisers, brokers and other stakeholders to keep things moving.
• Ensure documentation and activities are completed accurately and on time.
• Identify opportunities to improve processes and client experience.
• Take ownership and manage competing priorities to avoid bottlenecks.

Kenntnisse

Attention to detail

Communication skills

Organisational skills

Proactive mindset

Time management

Multi-stakeholder coordination

Tools

XPlan

Jobbeschreibung

Advance Recruitment Partners in Brisbane, QLD is seeking a proactive Client Services Officer to support the client experience from advice through to completion. You will coordinate implementation across advisers, clients and stakeholders, ensuring timely, compliant delivery of financial services.

You will work in a collaborative team, handling documentation, ongoing client contact and process improvements while maintaining high levels of service and accuracy.