Client Services Officer (Financial Planning)

TS Professional Services Pty Ltd; Cairns Regional; Hybrid; AUD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home flexibility (part time/

Study remuneration packages

Progressive, growing company

Industry-leading advisers

Growth opportunities

Job summary

TS Professional Services Pty Ltd – Cairns QLD is seeking Client Service Officers to join our team. We provide clients with a high level of service and personalised advice to help clients achieve their goals, and the client service officer role is a key element to this.

Join a team that offers flexible work-from-home options, study remuneration packages, and opportunities to grow within a progressive, expanding business.

Qualifications

• High attention to detail.
• Ability to adopt new systems and processes efficiently.
• Ability to prioritise and organise tasks.
• Strong computer and data management skills.
• Experience in a similar role in financial services (preferred, not mandatory).
• Bachelor degree in related field or working towards this qualification (preferred, not mandatory).
• Determination to succeed, commitment to the business and an eagerness to learn.

Responsibilities

• Set up and maintain client files, enter fact-find data, and update financial planning software.
• Assist with pre- and post-Statement of Advice (SOA) documentation and record-keeping.
• Draft application forms, reports, meeting presentations, and preliminary product comparisons.
• Manage submissions and track progress on applications, underwriting, and medical requirements.
• Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required.
• Maintain and update relevant systems and databases.
• Manage client inquiries with sophistication, empathy and professionalism.
• Liaise with providers.

Skills

Attention to detail

Adaptability

Prioritisation

Data management

Financial services experience

Determination to succeed

Education

Bachelor degree or studying towards

Job description

TS Professional Services Pty Ltd – Cairns QLD

Exciting opportunities are available for Client Service Officers to join our team. We provide clients with a high level of service and personalised advice to help our clients achieve their goals, and the client service officer role is a key element to this.

Benefits of working at Affinitas Financial Planning NQ:

• Flexibility to work from home (either part time or full time depending on your location)
• Study remuneration packages
• Work for a company that drives progress and success
• Work with industry leading advisers
• Opportunity to grow and develop within a progressive, growing and successful business

Working as a part of our service team you will be responsible for:

• Set up and maintain client files, enter fact-find data, and update financial planning software
• Assist with pre- and post-Statement of Advice (SOA) documentation and record-keeping
• Draft application forms, reports, meeting presentations, and preliminary product comparisons
• Manage submissions and track progress on applications, underwriting, and medical requirements
• Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required
• Maintain and update relevant systems and databases
• Manage client inquiries with sophistication, empathy and professionalism
• Liaise with providers

To be considered for this opportunity you require:

• High attention to detail
• Ability to adopt new systems and processes efficiently
• Ability to prioritise and organise tasks
• Strong computer and data management skills
• Experience in a similar role in financial services (preferred, not mandatory)
• Bachelor degree in related field or working towards this qualification (preferred, not mandatory)
• Determination to succeed, commitment to the business and an eagerness to learn