Operations Officer

Operations Officer

Horizon Wealth Advisory is seeking a motivated and ambitious Operations Officer to join its dynamic and growing team in Brisbane QLD. This full-time, onsite role is ideal for an individual who is highly organised, process-driven, and passionate about creating efficient systems that deliver exceptional client outcomes.

The successful candidate will enjoy improving workflows, maintaining high standards, supporting a collaborative team environment, and playing a key role in delivering an outstanding client experience.

About Horizon Wealth Advisory Horizon Wealth Advisory is a privately owned boutique financial planning and wealth management firm located in Brisbane CBD. The firm provides high-quality, holistic financial advice across cash flow management, wealth creation, investments, superannuation, personal insurance, retirement planning, and estate planning. Horizon Wealth Advisory is committed to fostering a supportive and collaborative workplace where team members are encouraged to grow professionally and build rewarding long-term careers.

The Opportunity Working closely with advisers and the support team, the Operations Officer will manage client operations, improve business processes, and ensure the smooth delivery of advice services.

Key responsibilities include:

• Coordinating the advice process between advisers, paraplanners, and client service teams.
• Identifying and implementing process improvements across client onboarding, advice preparation, implementation, and review processes.
• Maintaining quality control throughout each stage of the client journey.
• Support with management and training of the offshore team.
• Supporting business procedures, compliance requirements, and operational projects.
• Assisting with additional operational and administrative tasks as required.

About You You will be:

• Highly detail-oriented with strong organisational skills.
• Passionate about process improvement and operational efficiency.
• Self-motivated with the ability to work both independently and collaboratively.
• Professional, trustworthy, and committed to handling sensitive information with discretion.
• Eager to learn, develop, and contribute to a growing business.
• Experienced in financial services operations or administration (preferred but not essential).

What We Offer

• Competitive salary package based on experience.
• Career development and progression opportunities.
• Ongoing training and professional development.
• Exposure to a broad range of financial planning strategies and advice processes.
• A supportive, collaborative, and high-performing team environment.
• The opportunity to make a meaningful impact in a growing business.

To apply, please submit your application.