Client Services Officer / Paraplanner: Financial Planning

Riverfront CBD location with off-street Parking, Paraplanning role with leadership opportunities, Stable company in a growth phase.

Soundbridge is an established and well respected financial planning firm with offices in Rockhampton, Gladstone, Mackay and Moranbah. 

We take pride in providing high quality financial planning  and one-stop shop services to a longstanding and loyal client base. We believe our advice model, process and service ethic is of the highest standard.

About the role:

Due to growth we have an opportunity for an experienced Client Services Paraplanner to join our professional and dedicated team.

You will liaise with the Financial Advisers with technical support, creating advice documents assisting to maintain excellent client experience whilst working within the Client Services team. 

Key responsibilities of the role include:

  • Act as an escalation point for Client Services team members and ensure exceptional client service is provided at all times
  • Effectively communicate with all stakeholders
  • Ensure all client related tasks in their local office or designated region are completed in accordance within internal and external service standards
  • Provide ongoing support and feedback to staff, including assisting in the facilitation of learning and development initiatives
  • Ensure all data is recorded accurately in all business systems and assist with data integrity improvement initiatives
  • Facilitate process improvements including updating internal processes, templates, and procedures
  • Work closely with advisers to support client advice, implementation and review process
  • You will occasionally be required to participate in project work and carrying out any necessary administration tasks as needed.

Skills and experience:

  • Previous experience in a Client service or Paraplanning role within Financial Services
  • RG146 completed (or in progress) is desirable, or related qualification
  • Demonstrated ability to communicate effectively with stakeholders
  • Excellent verbal and written communication skills
  • Demonstrated attention to detail
  • Resourceful, motivated, highly organised, resilient and solutions orientated
  • Xplan proficient (desirable)
  • Diploma Financial Planning (desirable)

We offer a platform where you are appreciated and rewarded for your hard work and work/life balance is valued.

Please apply in writing with a cover letter detailing your previous experience and how your skills, abilities and personal attributes meet the requirements and responsibilities for this position.

22/06/2020 $0 Rockhampton & Capricorn Coast 1 Banking & Financial Services
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