Client Service Administrator (Associate Adviser)

A great opportunity has arisen to be part of a well-established and long-standing Financial Services business. This is a permanent, full-time position located at our Head Office in Busselton.

Do you enjoy working on your own while interacting with a variety of clients Is it important to feel like you are making a difference Then the Financial Planning Practice Client Service Administrator (Associate Adviser) may be the perfect role for you. Using your administration experience, youll provide a complete administration service for the planners within the practice.

Your Skills and Qualifications

This position requires that you possess the following skills:

  • Previous experience gained within an administration/paraplanning /associate planner role, preferably within the Financial Services Industry
  • Proficiency with Financial Planning Software (XPlan) preferable
  • Excellent client service
  • Excellent communication skills, both written and verbal
  • Ability to work on own initiative, plan and organize workloads effectively to meet deadlines
  • Strong organisational & planning skills
  • A desire to develop and improve your knowledge of the Financial Services Industry through continuous learning and professional qualifications

Your Working Day

Your key role will be to deliver a proactive, efficient support service.

Your responsibilities will include:

Putting clients needs first is at the core of all we do. In providing this service you will assist our advisers in an associate adviser role by:

  • Preparing for appointments
  • Responding to client and adviser inquiries or administrative questions
  • Assist the adviser by collating relevant information for preparation of advice documents.
  • Maintain effective client relationships
  • Assist and support advisers in the advice process
  • Possess strong service and compliance orientation, and work proactively with other staff members
  • To maintain licensee compliance standards


25/11/2019 $0 Bunbury & South West 1 Administration & Office Support
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