This holistic wealth management firm focuses on strategic advice for a variety of clients ranging from young wealth accumulators, to retirees and business owners who all need ethical advice
They are currently seeking an experienced client services officer or financial planning administrator who has the ability to liaise effectively with their client base and maintain excellent relationships, while managing the implementation of advice
This role is very diverse, some of your key responsibilities will include, but not be limited to:
Attending large client presentations with the Senior Financial Planner
Helping maintain relationships with clients by diarising regular contact
Lodging application for a variety of financial planning products
Updating client information on Xplan and producing reports from Xplan
Answering calls from clients regarding the management of their wealth portfolios
Managing annual reviews; getting client files ready for advisor meeting
Once you have proven your technical knowledge and client relationship skills, you will be running client review appointments and become a servicing advisor
All SOA's are sent to an external paraplanner
To be successful for the role you must have experience working in a professional financial planning business, as either a paraplanner or CSO, but have a desire to progress to advising.
This organisations financial planning arm is rapidly expanding, so if you are looking to develop your career, they are very supportive of this. This business are not looking for a career administrator, they are look for a future advisor!