Senior Client Services Officer (Financial Advice)

Gallagher AJG; Gold Coast City; On-site; AUD 75,000 - 105,000; Full time

Benefits offered by this job

Competitive remuneration

Hybrid work

EAP

Retail discounts

Volunteer days

Parental leave

Salary sacrifice

Family-friendly

Job summary

Gallagher is seeking an experienced Senior Client Services Officer to join our Robina, Gold Coast team. You will support Financial Advisors, manage client inquiries, onboarding, and documentation to protect and grow client wealth.

The role focuses on delivering high-quality service, maintaining confidential records, and collaborating with the Advice team to implement new business and ongoing client support. A pathway for growth and mentoring is highlighted.

Qualifications

• A minimum of 3 years’ experience in paraplanning, client services or an associate role within a financial planning practice.
• Specific and current knowledge of superannuation, investment and insurance advice
• Completed or studying Financial Services (Financial Planning) desirable, but not essential.
• Working knowledge of relevant legislation and compliance
• In-depth knowledge of claims processes
• Experience using Xplan is desired
• Proficient in Microsoft Suite & Adobe Pro
• A high level of client service skills
• Ability to maintain confidentiality
• Ability to manage multiple priorities

Responsibilities

• Act as primary point of contact for client enquiries and service requests.
• Build and maintain strong, trusted relationships with clients and external providers through timely, proactive and professional communication.
• Assist with onboarding new clients and gathering required documentation.
• Assist with preparing advice implementation documentation for SoAs and Advice File Note (AFN) production as required
• Attend client meetings, take minutes and complete action items when required
• Action and prepare client paperwork and reports with a high level of accuracy
• Document and maintain client records in accordance with compliance obligations, and provide administrative assistance where required
• Identify future client opportunities and discuss with relevant stakeholders
• New Business Implementation
• Claims Management
• Participate in ad-hoc project work as advised by your manager

Skills

Paraplanning

Client services

Xplan

Microsoft Suite

Adobe Pro

Confidentiality

Multitasking

Education

Financial Planning (study/desirable)

Tools

Xplan

Microsoft Suite

Adobe Pro

Job description

We have an exceptional opportunity for an experiencedSenior Client Services Officerto join our team in Robina, on the Gold Coast. In this role, you will collaborate closely with our dedicated Financial Advice team to provide outstanding support to our clients and foster meaningful, long-term relationships.

At Gallagher, we pride ourselves on cultivating a supportive and collaborative work environment, where our people and the local community are at the heart of everything we do. This position is ideal for an experienced Client Services Officer seeking to advance their career with a globally respected industry leader with a strong emphasis on professional growth, mentoring and development opportunities.

About Us:

Gallagher is a leading Corporate Benefits, Financial Wellbeing and HR consultancy. As part of a global organisation operating in more than 130 countries, we combine local expertise with international capability to help businesses grow, communities thrive, and people prosper.

Across Australia and New Zealand, Gallagher Benefit Services partners with organisations to align their people strategy with their business objectives, helping them achieve greater productivity, profitability and growth. Our services span Corporate Employee Benefits, Personal Financial Advice, Life Brokerage, Health Benefits, and Digital Engagement solutions.

We're proud of the culture we've built and the impact our people make. Gallagher Benefit Services Australia & New Zealand has been recognised among the Top 100 Global Inspiring Workplaces and named one of the Top 10 Inspiring Workplaces in Australasia, with special recognition for Workplace Wellbeing.

At Gallagher, you'll be part of a collaborative, supportive and high-performing team that values innovation, inclusion, professional growth and delivering exceptional outcomes for our clients.

About the Role:

This opportunity represents an excitingopening within our Personal Advice team. The key purpose is to support the Financial Advisors to protect and build the wealth of clients through the delivery of financial advice solutions. These solutions successfully strike a balance between people and financial outcomes.

You will be fundamental in providing an ongoing service to a portfolio of clients, and assisting our Advisers with the implementation of new business.

Responsibilities include but are not limited to:

• Act as primary point of contact for client enquiries and service requests.
• Build and maintain strong, trusted relationships with clients and external providers through timely, proactive and professional communication.
• Assist with onboarding new clients and gathering required documentation.
• Assist with preparing advice implementation documentation for SoAs and Advice File Note (AFN) production as required
• Attend client meetings, take minutes and complete action items when required
• Actionand prepare client paperwork and reports with a high level of accuracy
• Document and maintain client records in accordance with compliance obligations, and provide administrative assistance where required
• Identify future client opportunities and discuss with relevant stakeholders
• New Business Implementation
• Claims Management
• Participate in ad-hoc project work as advised by your manager

Experience and Skills:

• A minimum of 3 years’ experience in paraplanning, client services or an associate role within a financial planning practice. Specific and current knowledge of superannuation, investment and insurance advice
• Completed or studying Financial Services (Financial Planning) desirable, but not essential.
• Working knowledge of relevant legislation and compliance
• In-depth knowledge of claims processes
• Experience using Xplan is desired
• Proficient in Microsoft Suite& Adobe Pro
• A high level of client service skills
• Ability to maintain confidentiality
• Ability to manage multiple priorities

Why work with Gallagher?

Gallagheris a global leader in Insurance broking, risk management and consulting, with over 70,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way.

We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:

• Competitive remuneration and career growth opportunities
• Flexible hybrid working providing the opportunity to work 2 days a week from home, while ensuring collaboration and connection in the office a minimum of 3 days a week. As there is a requirement to be involved in client meetings working from home will need to be flexible to be in the office for client meetings.
• Employee Assistance Program to support our teams mental wellbeing
• Discounts to over 600 major retailers through our Gallagher Rewards scheme
• We offer paid Community Service & Volunteer Days.
• Salary Sacrificing options including the ability to purchase additional annual leave
• A family friendly workplace - we offer up to 16 weeks paid parental leave
• And much more!

We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community.As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.