Client Service Officer - Financial Planning

Summary about this job

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

The company: 

With a strong client centric focus and customer driven attitude, this firm is a well-established name within the Financial Planning Industry. Offering a range of comprehensive services specific to each client, they strive to provide pioneering and evolving strategies with a high level of customer service and mentorship.

Benefits:

• Highly Trusted team
• Ongoing mentorship and personal development 
• Private owned firm with own investment committee and AFSL
• Currently going through another growth phase
• Dedicated Xplan training to further skills

Role: 

As a Client Service Officer you will be working alongside clients, paraplanners, advisers and other team members to provide the highest level of customer service to clients whilst building strong relationships with internal and external stakeholders.

Duties of the role will include:

• Work hand in hand with clients and the financial adviser to support the client advice, implementation and review process
• High volume of work with continued training and development
• First point of contact for clients
• Managing administration duties such as portfolio management, CRM database management and preparation of necessary paperwork to accompany advice
• Assist and manage Investment, Superannuation and Insurance tasks
• Statement of Advice and paraplanning exposure

Requirements: 

• 1-2 years experience within the Financial Planning industry in Client Service, administration and implementation
• Previous Paraplanning exposure (desirable) 
• RG146 compliant 
• Proficient using Xplan (required)
• Ability to work as part of a team or autonomously
• Exceptional attention to detail 
• Ability to hit the ground running

To be considered for this opportunity please APPLY via the link or contact Nathan Tipping - [email protected] or 8256 5000