Client Relationship Coordinator

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Opportunity for a client focused, highly professional and enthusiastic individual with financial services experience to join our team

Summary about this job

Financial Planning

Company: Centrepoint Group of Companies

Location: Ballarat & Central Highlands

Work type: Full Time

Salary: n\a

Phone: +61-8-3787-7150

Fax: +61-3-8964-5431

E-mail: n\a

Site:

Detail information about job Client Relationship Coordinator. Terms and conditions vacancy

  • Located in modern Bacchus Marsh office
  • Flexible working arrangements negotiable
  • Excellent culture focusing on integrity, respect, innovation
  1. Located in a modern Bacchus Marsh office
  2. Excellent culture promoting integrity, respect and innovation
  3. Flexible working arrangements negotiable. Competitive Salary

About the Company

Balanced Financial is a new name, however the business has a long and distinguished history in the Bacchus Marsh community.

Our mission is to continue to grow our financial services offering by providing first class personalised service.

Balanced Financial consists of a team of like-minded professionals who work hard to enable our clients to confidently make financial decisions, plan for achieving financial goals, and develop a long-term strategy for financial security.

The Balanced brand is underpinned by the following values:

  • Loyalty
  • Continuous Improvement
  • Compassion
  • Fairness
  • Positivity
  • Making a difference

About the Role

You will assist our advisers as the first port of call for our client base. Your role will encompass a variety of tasks to ensure the smooth operations of workflow and client management This is a key role requiring excellent organisational, time management and communication skills. Opportunity for advancement.

Duties

  • Coordinate reviews/FDS/Opt-in for clients' financial circumstances, current provision and future aims according to scheduled process.
  • Assist with the preparation of Statements of Advice and relevant paperwork.
  • Manage superannuation, investment and insurance paperwork and online systems to implement & maintain plans.
  • Liaise with fund managers, insurers, internal departments and clients in a professional manner.
  • Respond to client queries as required, maintaining high levels of customer care.
  • General client maintenance and upkeep in XPlan, including workflow management using "threads".
  • Assist with process improvement and marketing and communication projects

Skills and Experience

Requisite:

  • Bachelor's Degree in Commerce or Business
  • Diploma of Financial Planning 1 - 4 (RG146)
  • Experience in financial services industry in a customer service and/or admin capacity highly desired

Desirable:

  • Advanced Diploma of Financial Planning (DFP 5-8), or intention to complete OR Masters in Financial Planning pathway

What’s on offer

  • Competitive Salary
  • No more travel in to Melbourne
  • A challenging and meaningful role
  • Supportive of flexible working arrangements
  • An open, friendly and passionate environment putting our client at the center of everything that we do
  • Growth cycle of business - investing in technology, people and infrastructure

Why Join Balanced?

We support you in developing your career with on-the-job training, paid sponsorship of relevant training and courses and study leave for tertiary qualifications. And we'll help expand your skills through secondments, external seminars, conferences, webinars and memberships. You'll find we offer highly competitive remuneration.

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