Senior Client Service Lead – Financial Advice

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 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.