Paraplanner / Client Services Officer - Financial Planning

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

Job summary

Kingdom Financial Group is expanding its Financial Planning division and seeks one or two people to fill a Client Services Officer role, a Paraplanner role, or both. We are flexible on how the roles come together and will shape the position around the right person, working closely with our advisers to deliver high-quality advice and service that truly helps clients.

The team operates across a Sunshine Coast base with multiple offices, bringing together accounting, tax, financial planning,

Qualifications

• 3+ years' experience as a paraplanner, client services officer, client service manager or similar in an Australian financial planning practice.
• Well organised, able to manage a busy workload and meet deadlines.
• Experience with financial planning software and platforms.
• A sharp eye for detail and a commitment to doing things properly.
• For Client Services: a confident, warm communicator who enjoys client contact and takes pride in looking after people.
• For Paraplanning: strong technical knowledge of superannuation, SMSFs, retirement income and insurance, with clear, accurate writing skills.

Responsibilities

• Act as the first point of contact for a portfolio of client groups, building strong, trusted relationships.
• Manage the ongoing service and annual review cycle, including preparing for review meetings.
• Coordinate implementation, product applications and follow-through with platforms, insurers and fund providers.
• Keep client files accurate, audit-ready and compliant with AFSL, Best Interests Duty and AML/CTF obligations.
• 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.
• Work alongside advisers to translate meeting notes and client goals into clear, practical advice.
• Maintain high standards of compliance and file documentation.

Skills

Client communication

Attention to detail

Financial planning software experience

Job description

Our Financial Planning division is growing, and we're looking for one or two people to fill a Client Services Officer role, a Paraplanner role, or both. If you're experienced across both areas, we'd welcome you in a combined position. If your strength is in one, we'd love to hear from you too. We're flexible on how the roles come together and will shape the position around the right person.

Whichever path suits you, you'll work closely with our financial advisers and help deliver advice and service that genuinely makes a difference for our clients.

About the role

Our Financial Planning division is growing, and we're looking for one or two people to fill a Client Services Officer role, a Paraplanner role, or both. If you're experienced across both areas, we'd welcome you in a combined position. If your strength is in one, we'd love to hear from you too. We're flexible on how the roles come together and will shape the position around the right person.

Whichever path suits you, you'll work closely with our financial advisers and help deliver advice and service that genuinely makes a difference for our clients.

Client Services Officer: key responsibilities

• Act as the first point of contact for a portfolio of client groups, building strong, trusted relationships.
• Manage the ongoing service and annual review cycle, including preparing for review meetings.
• Coordinate implementation, product applications and follow-through with platforms, insurers and fund providers.
• Keep client files accurate, audit-ready and compliant with AFSL, Best Interests Duty and AML/CTF obligations.

Paraplanner: key responsibilities

• 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.
• Work alongside advisers to translate meeting notes and client goals into clear, practical advice.
• Maintain high standards of compliance and file documentation.

About you

• 3+ years' experience as a paraplanner, client services officer, client service manager or similar in an Australian financial planning practice.
• Well organised, able to manage a busy workload and meet deadlines.
• Experience with financial planning software and platforms.
• A sharp eye for detail and a commitment to doing things properly.
• For Client Services: a confident, warm communicator who enjoys client contact and takes pride in looking after people.
• For Paraplanning: strong technical knowledge of superannuation, SMSFs, retirement income and insurance, with clear, accurate writing skills.

Kingdom Financial Group is a Sunshine Coast based firm with four offices in Murgon, Cooroy, Noosa and our main office 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 and looking after each other.