Financial Planning Administrator/ CSO $55-65,000 Plus Super

This very holistic wealth management firm focuses on strategic advice for time poor, high income earning clients.  They have approximately 6 staff members in Financial Planning and 20 in Accounting who all love the environment they work in and have been with the business a long time.  They are very much looking forward to expanding their "work family"

The business is seeking a client services officer/ financial planning administrator who can help run the client administration 

This role is very diverse, some of your key responsibilities will include, but not be limited to:

  • Answering calls from clients regarding the implementation and management of their wealth management portfolios
  • Produce and monitor Fee Disclosure Statements and Renewal Notices
  • Produce Review reports via Xplan
  • Update Client profiles on Xplan 
  • Prepare client files before appointments
  • Organise and diaries client appointments
  • Manage lodgements of applications

To be successful for the role you must have some experience working in a professional financial services business as a financial planning administrator or CSO

Strong computer skills will be required, and experience in Xplan is highly desirable

 

The business is a flexible employer who will listen to your career aspirations and be honest about whether they can cater for them.  They have free all day car parking within a 2 minute walk and will provide you will formal salary reviews and bonuses regularly

For more information, please contact:


FS Recruitment Solutions
Financial Services Specialists

27/07/2020 $0 CBD & Inner Suburbs 1 Banking & Financial Services
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