Client Service Officer/Para planner/ Finance Executive

Deadline:- 20th December 2025

We’re hiring at Engage Financial Solutions!

We’re growing our experienced team and looking for people who love precision, progress, and making a real impact.
If that’s you, swipe through the carousel and find your fit in one of these roles:

📍 CLIENT SERVICE OFFICER (Financial Planning)
👉🏻 Be the calm, proactive link between advisers and clients
👉🏻 Track cases, manage documentation, and keep workflows moving
👉🏻 Shine with clear communication, coordination, and attention to detail

📍 EXPERIENCED PARAPLANNER
👉🏻 Turn research into structured, compliant advice (SoAs)
👉🏻 Model strategies, compare products, and partner closely with advisers
👉🏻 Bring hands-on experience with Xplan/AdviserLogic and a love for accuracy

📍 FINANCE EXECUTIVE
👉🏻 Own the numbers; AP/AR, EOM journals, reconciliations, and reporting
👉🏻 Navigate GST, BAS/IAS, and Australian compliance with confidence
👉🏻 Excel champion (VLOOKUP/SUMIFS/macros) + Xero/QuickBooks expertise

Why Engage?
✅ Meaningful work that supports leading Australian advisers
✅ Career growth, continuous learning, and supportive leadership
✅ High-performance culture that celebrates wins
✅ Hybrid work environment (after probation)
✅ Competitive salary, performance bonuses, and birthday perks!

Ready to take the next step?
email your resume to: admin@engagefinancial.com.au