About the role

This is a full-time position based in our Toowoomba office for an experienced Client Service Officer.

At Aspire Financial Consulting, you will play a vital role in delivering a high standard of service to our clients. You will be responsible for providing accurate administrative and client support to ensure the smooth and efficient operation of our independent financial planning business.

What you'll be doing

• Responding to client enquiries via phone, email, and in-person interactions

• Maintaining accurate and up-to-date client records and documentation

• Scheduling and coordinating client meetings and appointments

• Preparation of financial reports and documentation

• Implementation of recommended investments and strategies

• Providing administrative support to the financial planning team

What we're looking for

• Strong communication and interpersonal skills

• Excellent organisational and time management abilities

• High attention to detail and accuracy

• Proficiency with Microsoft Office (Word, Excel, Outlook)

• A genuine interest in helping clients and supporting advisers

• Previous experience in a client service or administrative role (financial planning experience highly regarded)

• Minimum of 3+ years experience in client service or administrative roles is required

What we offer

At Aspire Financial Consulting, we provide a supportive and professional working environment. You will be part of a small, close-knit team focused on delivering quality advice and strong client outcomes.

We offer:

• Competitive salary

• An ethical, client-focused culture

• A friendly and collaborative team environment

• Ongoing professional development and career progression opportunities

About us

Aspire Financial Consulting is an independent financial planning firm based in Toowoomba. We specialise in retirement planning and provide comprehensive, fee-based advice to our clients across investments, superannuation, insurance and Centrelink.

Apply now

If you take pride in accuracy, organisation, and delivering a consistently high standard of work — and want to be part of a team focused on long-term client relationships and quality advice — we encourage you to apply.