Senior Client Services & Implementation Specialist

Advance Recruitment Partners Australia; Brisbane; On-site; AUD 85,000 - 95,000; Full time

Benefits offered by this job

WFH flexibility after probation

Flexible Start/Finish times

Ongoing support and mentoring

Part-time or Full-time arrangements

Salary 85,000 - 95,000 AUD + Super

Job summary

Advance Recruitment Partners Australia is assisting a Chermside-based financial advice practice in Brisbane with a senior workflow coordinator role. You will manage end-to-end implementation of financial advice, from SOAs to platform lodgements, liaising with offshore teams to ensure accuracy and timely submissions.

The ideal candidate has deep superannuation knowledge, experience with North/IOOF/Hub24 platforms, and strong attention to detail, delivering high-quality client outcomes while

Qualifications

• Genuine, demonstrable knowledge of superannuation, retirement products, contributions, withdrawals and rollovers.
• Strong workflow management and attention to detail to act as a quality control checkpoint.
• Solid knowledge of investment platforms (North, IOOF, Hub24) and platform operations.
• Ability to interpret an SOA to deduce required forms and steps.
• Strong interpersonal skills to communicate with clients, team members and offshore staff.
• Teachable, adaptable mindset with ability to work autonomously.

Responsibilities

• Read SOAs and advice documents to prepare detailed implementation plans.
• Identify platform forms and steps (super applications, pensions, rollovers, fee nominations).
• Delegate, allocate, and coordinate workflow tasks with offshore support team.
• Review, validate, and check offshore forms for 100% accuracy before submission.
• Execute advice/platform lodgements and implementation.

Skills

Superannuation knowledge

Platform operations

Workflow management

SOA interpretation

Client communication

Autonomous work

Tools

North

IOOF

Hub24

Job description

Advance Recruitment Partners Australia is assisting a Chermside-based financial advice practice in Brisbane with a senior workflow coordinator role. You will manage end-to-end implementation of financial advice, from SOAs to platform lodgements, liaising with offshore teams to ensure accuracy and timely submissions.

The ideal candidate has deep superannuation knowledge, experience with North/IOOF/Hub24 platforms, and strong attention to detail, delivering high-quality client outcomes while