Client Services Officer

Exposure to all aspects of Financial Planning, Excellent Career Prospects, Competitive Salary.

About the Company:

A well-established firm with a great team culture, located near trendy cafes & based in a stunning new building with access to up to date technology. Heavily focused on career progression giving support towards a variety of different career routes.

About the role:

A full time position within a close knit team of Financial Advisers and Paraplanners providing specialised financial advice to small-medium business owners and career professionals.

Key Responsibilities:

  • Providing ongoing support to Financial Advisers & Paraplanners
  • Maintain the X-Plan database
  • Scheduling and attending client meetings & delivering presentations.
  • Develop and maintain strong relationships with clients, responding to their queries & managing their reviews & reports
  • Management of Insurance applications; share trading and self-managed funds.
  • Extensive product research

The Successful candidate:

  • A minimum of 3 years experience in the financial advice industry.
  • RG146 accreditation
  • X-Plan knowledge is essential
  • Clear and articulate verbal & written communication skills.
  • Fantastic attention to detail

Culture and benefits:

  • Career progression
  • A highly competitive salary and performance-based incentives will be available to the successful candidate.
  • Free gym access on site
  • Beautifully designed office with up to date technology
  • Free parking

To apply for this exciting position then please do so below or contact Jamie Ferguson directly on the following:

23/03/2020 $0 Eastern Suburbs 1 Banking & Financial Services
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