Client Service Officer/Manager | Chermside

Advance Recruitment Partners; Brisbane; Hybrid; AUD 85,000 - 95,000; Full time

Benefits offered by this job

WFH flexibility after probation

Flexible start/finish times

Ongoing mentoring

Part-time or Full-time arrangements

Job summary

Advance Recruitment Partners in Chermside, Brisbane seeks an experienced Senior Implementation Specialist for financial advice to manage end-to-end implementation plans from SOAs to lodgements. You will coordinate offshore support and ensure 100% accuracy in all forms and submissions.

The role requires deep superannuation knowledge, platform experience (North, IOOF, Hub24), strong attention to detail, and the ability to work autonomously.

Qualifications

• Strong knowledge of superannuation and pension products.
• Experience coordinating offshore support and quality control.
• Ability to interpret an SOA to deduce forms and steps.
• Excellent interpersonal skills for clients and team members.

Responsibilities

• Read Statements of Advice (SOAs) and advice documents to prepare detailed implementation plans.
• Identify platform forms and steps (super applications, pensions, rollovers, fee nominations).
• Delegate and coordinate workflow tasks with offshore support team.
• Review, validate and check forms prepared by offshore team for 100% accuracy prior to submission.
• Execute advice/platform lodgements and implementation.

Skills

Superannuation knowledge

Workflow management

Investment platforms

SOA interpretation

Client communication

Autonomous work style

Tools

North platform

IOOF platform

Hub24 platform

Job description

Advance Recruitment Partners – Chermside QLD

Overview of the Company

Our client is a client-focused financial advice practice based in Chermside, Brisbane. They help people build their financial future through personalised advice across retirement planning, superannuation and investments. By taking the time to understand each client’s values, priorities and aspirations, they develop tailored strategies that support their goals and the lifestyle they want to achieve.

Primary responsibilities and duties

• Read Statements of Advice (SOAs) and advice documents to prepare detailed, end-to-end implementation plans.
• Identify all necessary platform forms and steps (e.g., super applications, pensions, rollovers, fee nominations).
• Delegate, allocate, and coordinate workflow tasks with the offshore support team.
• Review, validate, and check forms prepared by the offshore team for 100% accuracy and completeness (ensuring correct signatures, binding nominations, etc.) prior to submission.
• Execute advice/platform lodgements and implementation.

Key qualifications and skills required for this position

• Genuine, demonstrable technical understanding of superannuation, retirement/pension products, contributions, withdrawals, and rollovers.
• Strong workflow management, initiative, and attention to detail to act as a quality control checkpoint.
• Solid working knowledge of investment platforms (e.g., North, IOOF, Hub24) and the mechanics of platform operations.
• Ability to interpret an SOA in depth to deduce required forms and procedural steps.
• Strong interpersonal and people skills to communicate effectively with clients, team members, and offshore staff.
• Teachable, adaptable mindset with an openness to growth and ability to work autonomously.

Level of experience considered ideal for this position

• Senior-level experience where technical knowledge (contributions, pensions, rollovers) is fully genuine and demonstrable, not assumed.
• Prior workflow coordination background managing processes alongside offshore administrative support within a Financial advice practice.
• Experience handling implementation and execution within a Financial advice practice.

Benefits

• WFH flexibility after probation
• Flexible Start/Finish times
• Ongoing support and mentoring
• Part-time or Full-time arrangments considered
• $85,000 - $95,000 + Super