Client Support Officer

Ironbark Financial Group; Brisbane; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Birthday day off

Volunteer leave

Celebrate the Wins offsite conference

Job summary

Ironbark Financial Group, in partnership with Beacon Aged Care and Retirement Advisers, seeks a Client Support Officer in Toowong, Brisbane. The role focuses on delivering exceptional client service, coordinating meetings, and maintaining documentation within a supportive team.

Ideal candidates have office administration or financial services exposure, strong communication, and the ability to work in a regulated environment. This full-time position offers growth and a people-focused culture.

Qualifications

• Experience in office administration, client service or financial services is valued.
• Ability to work in a regulated environment with accuracy and professionalism.
• Strong relationship-building and stakeholder management skills.
• Excellent written and verbal communication, and organisational focus.

Responsibilities

• Act as the primary contact for clients and deliver an exceptional client experience.
• Coordinate client meetings and manage Adviser calendars.
• Prepare and maintain client documentation and records.
• Support the implementation of financial advice strategies and recommendations.
• Liaise with clients, product providers and internal stakeholders to facilitate timely outcomes.
• Ensure client information remains accurate and compliant.
• Manage follow-up actions and ongoing client service requirements.
• Collaborate with Advisers and support teams to achieve positive client outcomes.

Skills

Relationship-building

Organisational skills

Attention to detail

Communication skills

Regulatory compliance

Proactive approach

Education

Business Administration or Financial Planning related

Job description

Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2025 in Australia and Best Place to Work for Women 2026?

Beacon Aged Care and Retirement Advisers in partnership with Ironbark Financial Group has an exciting opportunity to join the Beacon team. We are seeking a Client Support Officer to work in the Toowong office, full-time, joining the energetic team.

Key Responsibilities

• Act as a primary point of contact for clients and deliver an exceptional client experience.
• Coordinate client meetings and manage Adviser calendars.
• Prepare and maintain client documentation and records.
• Support the implementation of financial advice strategies and recommendations.
• Liaise with clients, product providers and internal stakeholders to facilitate timely outcomes.
• Ensure client information remains accurate, compliant and up to date.
• Manage follow-up actions and ongoing client service requirements.
• Work collaboratively with Advisers and support teams to achieve positive client outcomes.

About You

Previous office administration, client service or financial services experience will be highly regarded but is not essential.

• Strong relationship-building and stakeholder management skills.
• Excellent organisational skills with the ability to manage competing priorities.
• High attention to detail and a commitment to quality outcomes.
• Strong written and verbal communication skills.
• Ability to work effectively within a regulated environment.
• A proactive approach and genuine passion for client service.

We are particularly looking for someone who demonstrates:

• Humility and a collaborative mindset.
• Drive, initiative and accountability.
• Strong emotional intelligence and professionalism.
• A commitment to delivering outstanding client outcomes.

Qualifications

• Qualifications in Business Administration, Financial Planning or a related discipline are desirable but not essential.
• Ability to satisfy pre-employment screening requirements.

What we offer

When you join the wider Ironbark/Beacon family, you gain access to a multitude of benefits, including:

• Upon completion of probation, your birthday as a day off to celebrate.
• Time off to volunteer for community initiatives or chosen charities.
• Participation in our "Celebrate the Wins" offsite conference and event, fully sponsored by Ironbark.
• Continuous learning and development opportunities

This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily. You’ll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.

About Us

Ironbark is Australia’s trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support peopleare dedicated to empowering our clients to live their best possible lives.

Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Ironbark Advice's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

As part of the Ironbark family, Beacon Aged Care and Retirement Advisers is a trusted leader in aged care financial planning, dedicated to guiding families through one of life’s most significant transitions. Founded in 2015 by Natalie and Jason Gordon after personally navigating the aged care system with a loved one, Beacon was built with empathy, expertise, and a clear purpose: to bring peace of mind to families facing complex care decisions.

Our team of specialised financial advisers, Centrelink experts, and support staff offers a comprehensive service tailored to the unique needs of aged care planning. From managing Centrelink entitlements to simplifying the financial impact of care, we empower clients to make informed choices that honour their loved ones' wishes. At Beacon, we don’t just provide advice; we provide unwavering support, a wealth of experience, and a commitment to helping families find clarity and confidence in every decision. Partnered with Ironbark, we offer an extensive network and a people-first culture that values every team member’s role in delivering a caring, high-quality client experience.