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.
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
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$0Perth1 Banking & Financial Services
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