- Hybrid work environment
- Opportunity to develop your career
- Stable, loyal team with strong support
Company Overview
The business is a values-led financial services firm offering integrated advice across financial planning, tax, lending, and accounting. Known for their personalised service and practical outcomes, they combine deep expertise with the flexibility of a boutique environment. Join a busy team that is passionate about service, delivering prompt, precise advice and building long-term client relationships that adapt as life changes.
Role Overview
This is an awesome opportunity to get a start in the financial planning industry. The business has an interest and structure that will support your development and progress in advice. As a Client Service Officer, you’ll play a key role in supporting the advice team by ensuring the smooth and accurate management of client administration.
Key Responsibilities:
- Handle day-to-day administrative tasks with accuracy and efficiency
- Schedule client appointments and manage follow-ups
- Maintain and update client records in XPLAN
- Support the team with the implementation of advice and related documentation
This role is ideal for someone who thrives in a detail-oriented environment, values client service, and enjoys being part of a collaborative and professional team. You have a desire to learn and develop your career within financial services.
What's on Offer
You’ll be part of a culture built on integrity, openness, and collaboration—where your contributions are recognised and your development is a priority. From regular performance reviews to ongoing training and clear growth pathways, you’ll be supported to reach your full potential.
Click on the ‘APPLY’ button or contact Teegan Watson at teegan.watson@profusiongroup.com
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
