Client Service Officer
- Australian Financial Planning | Xplan & Intelliflo Last Updated: October 26, 2026Job Overview:Type: Full timeSchedule: TBDSalary: TBDAbout the Role: We are looking for a detail-oriented and proactive Client Service Officer (CSO) to support Australian financial advisers with day-to-day client administration, review preparation, new client onboarding, and post-advice implementation. A continuación, encontrará un desglose completo de todo lo que

se requiere
de los posibles candidatos, así como la forma de presentar su candidatura. The idóneo candidate will have 1-2 years of experience supporting Australian financial planning clients, with strong hands-on experience using Xplan and Intelliflo. You will work closely with financial advisers, clients, insurers, product providers, and other stakeholders to ensure client administration is completed accurately and within required timeframes.

Key Responsibilities
Support Australian financial advisers with day-to-day client administration.



Ensure all client administration tasks are completed accurately and within required turnaround times. Requirements 1-2 years of experience in Australian financial planning administration/support. Experience supporting Australian financial advisers and/or Australian clients. Good understanding of Australian financial planning processes and administration. Insurance administration experience is highly desirable. Excellent written and verbal English communication skills. Ability to work independently and proactively in a remote environment. What We’re Looking For We are looking for someone who is organised, reliable, detail-oriented, and proactive, with practical experience supporting Australian financial advisers. xqbhyrx The successful candidate should be comfortable using Xplan and Intelliflo, managing client administration, following up with stakeholders, and working within deadlines.

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