Client Service Officer / Paraplanner

Competitive salary package, Well respected boutique investment and financial advisory firm, Friendly and supportive team environment.

Kings Park Securities is a Subiaco based boutique investment and financial advisory firm seeking a motivated Client Service Officer / Paraplanner to join our friendly, hardworking team.  For the successful applicant we offer a competitive salary package commensurate with experience, ongoing training and development and a friendly and supportive team environment.

Key Responsibilities

Managing an allocation of workflow from our two Advisers, your duties will include;

  • Maintaining valued relationships and assisting with queries from our high net worth client base
  • Preparation of Statement of Advice documents
  • Implementation of advice documents
  • Assisting the advisory team to continue to deliver our high service standards
  • Liaising with our professional networks; administration service providers, stockbrokers, insurance providers, etc.
  • Transacting ASX listed securities on client's portfolios, via our service providers, as instructed
  • Some technical research, as required by the advisers or clients

Key Requirements

To be successful for this role you must have;

  • RG146 compliant or studying towards
  • Previous client service experience (preferably within the financial services industry)
  • Excellent communication skills (phone and written) and professional presentation
  • Exceptional attention to detail
  • Ability to work cohesively in a small, dedicated team environment
  • High level of integrity and ethics
  • A flexible, proactive attitude and pragmatic approach to meeting client's needs
  • An interest in ASX listed securities and direct investment portfolio construction
  • A sound knowledge of Xplan or similar industry software is advantageous
  • Relevant tertiary qualifications or equivalent industry experience will be highly regarded

 

23/03/2020 $0 Perth 1 Banking & Financial Services
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