Experienced Client Services Officer & Paraplanner

Kingdom Financial; Gympie Regional; On-site; AUD 70,000 - 90,000; Full time

Job summary

Kingdom Financial Group, a Sunshine Coast–based firm, seeks an Experienced Client Services Officer & Paraplanner to support advisers and manage client relationships across superannuation, retirement and insurance.

You will prepare Statements of Advice, Records of Advice, and maintain compliant client files while coordinating with platforms and fund providers. Strong writing and Australian practice experience are essential.

Qualifications

• 3+ years' paraplanner or client service experience in Australian financial planning.
• Strong knowledge of superannuation, SMSFs, retirement income and insurance.
• Clear, accurate writing with compliance focus.
• Confident, warm communicator with client contact.
• Experience with financial planning software and platforms.

Responsibilities

• Be first point of contact for client groups and manage service/review cycles.
• Prepare compliant Statements of Advice and Records of Advice.
• Research and model strategies, including pension and cap considerations.
• Coordinate implementation with platforms, insurers and fund providers.
• Prepare for review meetings and keep files audit-ready and compliant.

Skills

Paraplanner

Client service

Compliance

Communication

Tools

Financial planning software

Job description

Experienced Client Services Officer & Paraplanner

We are looking for an experienced professional to join our Financial Planning division in a combined Client Services Officer and Paraplanning role. You will be a contact for a portfolio of client groups and also produce high-quality advice documents and work closely with our financial advisers.

Key responsibilities

Build strong relationships with clients as their first point of contact, managing their ongoing service and review cycle

Prepare compliant, well-reasoned Statements of Advice and Records of Advice across superannuation, investment, retirement and insurance.

Research and model strategies, including contribution strategies, Transfer Balance Cap considerations, pension commencements and BDBNs

Coordinate implementation, product applications and follow-through with platforms, insurers and fund providers

Prepare for review meetings

Keep client files accurate, audit-ready and compliant with AFSL, Best Interests Duty and AML/CTF obligations

About you

3+ years' experience as a paraplanner, client service manager or similar in an Australian financial planning practice

Strong technical knowledge of superannuation, SMSFs, retirement income and insurance

Clear, accurate writing and a sharp eye for compliance detail

Confident, warm communicator who enjoys client contact

Well organised, able to manage a busy workload and meet deadlines

Experience with financial planning software and platforms

About us

Kingdom Financial Group is a Sunshine Coast based firm with four offices in Murgon, Cooroy, Noosa and our main hub in Gympie. We have been serving clients for around 17 years. We bring accounting, tax, financial planning, superannuation, insurance and estate planning together under one roof, working much like a one-stop-shop for our clients. Many of the people we advise have complex affairs, including SMSFs, discretionary trusts, property structures and multi-entity arrangements. Our advisers are Authorised Representatives under the Akumin AFSL. We are a values-driven team. We care about doing things properly, looking after each other, and building long-term relationships with the families we serve.