Senior Client Services & Paraplanner — Financial Planning

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

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.