Financial Planning Client Services Officer
Experienced Client Services Officer required for successful Financial Planning practice - Floreat. F/T or P/T considered for the right candidate.
Summary about this job
Financial Planning
Company: Approved Financial Planners
Location: Perth
Work type: Full Time
Salary: n\a
Phone: +61-7-1724-1633
Fax: +61-2-4607-6374
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Client Services Officer. Terms and conditions vacancy
Approved operates a successful Financial Planning and Finance practice based in Floreat. As an award-winning practice with over 13 years history assisting our long-term clients, we have a culture of excellence and outstanding client service.
Key accountabilities of this position include:
- Administration support to financial advisers and fellow team members
- Develop and maintain positive relationships with internal and external clients
- Finalisation of Statements of Advice to ensure quality presentation
- Preparation of client advice documents (Records and Statements of Advice)
- New business lodgement and advice execution
- Maintenance of existing client investments and insurances
- Research and quoting
- Liaise with fund managers regarding business processing
- File management
The successful candidate will possess the following attributes:
- Driven and motivated in your approach to pursuing a career within financial planning
- Ability to work to tight deadlines
- A willingness to strictly adhere to compliance within a financial planning office
- Excellent oral and written communication skills
- Outstanding computer skills with experience using Coin or preferably XPlan including workflows
- Performance orientated
- Strategic thinker with problem solving skills
- Displays initiative
- Organised and methodical in your approach to work
- High attention to detail
- A mature attitude with the ability to work autonomously within a team environment
A relevant Commerce/Finance/Economics degree and RG146 is an advantage.
To apply for this position please send an email with your cover letter and resume.
Only successful applicants will be contacted.