Client Services Officer – Financial Planning The Recruitment People provide Recruitment and HR Solutions. Are you an experienced customer service professional with a background in financial planning support? We’re recruiting for a Client Services Officer (CSO) to join a leading financial planning firm on the Gold Coast, offering a modern office environment with convenient parking. The Role: This full-time, permanent position provides an opportunity to work in a supportive and professional team in a small team. The CSO will play a vital role in ensuring smooth office operations by managing diaries, scheduling appointments, assisting with compliance tasks, and supporting financial advisors & Senior CSO with administrative functions. Key Responsibilities: Manage diaries and coordinate appointments for financial advisors Follow up on yearly client reviews and renewals Handle compliance tasks, including preparing and sending out service agreements and other paperwork Provide general administrative support to financial advisors Assist with the preparation of financial documents, including ROAs and SOAs (experience desirable but not essential) Maintain accurate client records and ensure compliance requirements are met Maintain profesional relationships to product providers Reception duties, greeting clients in a professional manner Work with internal systems such as Xplan and Microsoft Office for document management and reporting Applicant Requirements: Previous experience in a financial planning support role or similar administrative position is essential Strong organisational and multitasking abilities Attention to detail and ability to maintain compliance standards Excellent communication and customer service skills Proficiency in Microsoft Office and familiarity with Xplan (preferred but not essential) Ability to work independently while supporting a collaborative team Good diary management and time maangemetn skills This is an on-site role (not hybrid), offering a stable and professional working environment. If you’re looking for a structured role in financial planning administration with no sales expectations, apply today Shortlisted applicants will be contacted.