Client Services Officer - Paraplanner | Full-time or Part-time
Immediate start, full or part time, Professional team with great culture, Career development & progression.
Our client is a well-regarded business advisory firm that is known for providing outstanding financial advice to a well-established network of high net worth clients. Their Newcastle office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. The company is going through a period of organic growth and has a lot of opportunities for the right person.
Our reputable client are currently expanding their Financial Planning team and are on the lookout for a candidate who has either worked within a Financial Planning environment before or is a strong Administrator with similar exposure. This position will be working closely alongside fellow support staff & Financial Advisors within an administrative capacity.
Preparation of client review and new client packs.
Fact-finding and client research.
Assisting with SOA & ROA documentation.
Scheduling and following up client appointments.
Client database management.
Other administrative duties as required.
Diploma of Financial Planning.
Tertiary qualifications in Finance and/or Business an advantage.
1-2 years of experience demonstrated in a similar role.
Excellent phone manner & communication skills.
High attention to detail.
Exposure to Xplan or similar software highly favoured.
Proactive with self-initiative.
WHAT YOU WILL GET
Market competitive salary package.
Supportive team environment.
Energetic culture that inspires and supports excellence.
Training and development.
This is a great opportunity, as there is the option to work full-time or if you're looking for something a little more flexible, there is the option to work part-time in addition.
If this doesn't sound like the right role for you but you are looking for opportunities in the market within Financial Planning feel free to pop an application through and outline what you are looking for within your cover letter or call us for a confidential chat.