Financial Planning - Client Services Officer

Summary about this job

Detail information about job Financial Planning - Client Services Officer. Terms and conditions vacancy

• Be part of a great team culture within a growing holistic advice practice
• We are a progressive minded practice with a supportive professional environment
• Based in a brand new office in Maroochydore

About the business

Our business was established on the Sunshine Coast and Moreton Bay to provide financial advice and support to their clients.  We are a holistic advice practice with the Principal Advisers with a combined 25 years of advisory experience. 

"Our vision is to discover our clients' specific financial planning requirements and provide friendly, supportive and expert solutions to help them achieve their goals and make some smart choices around their financial strategies."

"We are very privileged to travel the journey with our clients and help them secure their financial freedom with confidence. Our clients rely on us to be their source for financial planning information; and provide that piece of mind."

"We find each unique relationship to be enriching which we support by our personable and professional level of service."

"As a practice, we endeavour to help our clients realise their dreams."

The financial planning services we offer to our clients are:

• Investment strategies including gearing and savings plans, ASX Listed Securities
• Budget and cash flow planning
• Debt management
• Superannuation advice, including salary sacrifice and consolidation strategies
• Personal insurance strategies
• Centrelink / DVA advice
• Retirement planning advice
• Aged Care advice
• Estate planning advice
• Advice on ownership and structures eg. Discretionary and Trusts, Self-Managed Superannuation
• Portfolio review services
• Ongoing advisory services
• Referrals to specialists eg. accountants, solicitors

About the role

We are seeking a professional Client Services Officer who can add value to our team both professionally and culturally.  We seek a candidate who can demonstrate their proactive capabilities and skills within an advisory practice.  Your role will be to help our team of advisers with client servicing tasks and practice compliance. 

Benefits and perks

• A salary commensurate to your experience and abilities is on offer.  
• We have a flexible work environment.
• We we support growth in a team member's education and professional development

Skills and experience

• XPLAN software experience and detailed proficiency is a must have.  We use Threads, Calendar, Risk Researcher, Advice Wizards and Marketing applications daily in this client management software.

• Office 365 for Business proficiency is a requirement
• You will need to have the flexibility and maturity to work within a team of Advisers, Paraplanners and Client Services Officers with different personalities and means of communication.
• Can demonstrate a proactive and positive decision making demeanour 
• Has an ability for critical thought and knowledge of our industry and our holistic advice offering
• Has past experience as a team leader or project manager in contributing to procedural and compliance frameworks - Operating procedures, FDS, Opt-In, Reviews
• Has the experience to meet the high level expectations and reliance placed upon them to autonomously meet compliance standards and assist with the advice delivery for our practice
• An engaging demeanour and rapport building skills are needed for our incoming existing client correspondences and prospective clients enquiries

Please submit your enquiries to [email protected]