CLIENT SERVICES OFFICER
This role is responsible for providing admin support to the Financial Advisors to assist day-to-day duties and further enhance client relationships,
Summary about this job
Financial Planning
Company: Sherrin Partners
Location: Brisbane
Work type: Full Time
Salary: $45,000 - $54,999
Phone: +61-2-8501-8786
Fax: +61-3-5124-7310
E-mail: n\a
Site: n\a
Detail information about job CLIENT SERVICES OFFICER. Terms and conditions vacancy
Sherrin Partners has a culture of collaboration, innovation and consultation underpinned by its values of integrity, professionalism, enduring relationships and community involvement.
We currently have a rewarding opportunity for a Client Services Officer to join our highly successful & growing Business focussed on providing clients with best practice, holistic financial planning services.
The role:
Reporting to the Office Manager and Financial Adviser, this role would best suit someone who is looking for a career in financial planning, who delivers a professional service, works with a high level of independence and initiative and enjoys working in a friendly, relaxed and supportive culture.
Duties include:
• Responsible for all areas of client service, contact, administration and implementation
• Collating research and preparing paperwork for client presentations
• Lodgement of new business applications and follow up
• Liaise and communicate with Clients, Superannuation & Insurance companies within agreed time frames and in adherence to compliance standards
• Manage estate planning implementation relevant to individual provider
• Manage insurance claim process relevant to individual insurance provider
• Maintain and update PractiFi database
• General office duties
Skills and experience:
• Passion for financial planning
• High work ethic and an exceptional ‘Can Do’ attitude
• Undergraduate Degree in Business or related discipline
• Diploma of Financial Planning 1,2,3 & 4 or willingness to complete within the 1st 2 years of service
• 3+ years previous experience in a similar role working within financial services or a financial planning practice
• Previous knowledge and understanding of estate planning, life insurance, superannuation and investments would be advantageous
• Advanced knowledge and competency in Microsoft Office – primarily Word, Outlook and Excel as well as proficiency in CRM databases would be beneficial
• Excellent written and verbal communication skills
• Strong administrative and organisational skills
• High attention to detail and ability to work autonomously
Remuneration is commensurate with experience and relevant educational support and performance incentives are also available.
To express your interest in this opportunity, please forward your cover letter and resume to Ellissa Lauder at: [email protected]
We thank all in advance for taking the time to apply. Only those candidates to be interviewed will be contacted.