Client Service Officer

Provide professional and proactive support to the Financial Planning team to enhance their client relationships. Established team with strong support. 

• Opportunities for progression to PY or through other avenues
• FP firm with offices in Brisbane, Sydney & the Sunshine Coast
• Award winning Financial Planning practice with a growing team

The Company & Culture
Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey.  The team is professional with experience across a broad range of financial services, lending, and insurance. It is a committed team environment, and they support ongoing training and personal development whilst recognising and rewarding good performance.

The Role
In this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affair...