Client Services Officer -Financial Planning (Part Time or Full Time)

We are a growing accounting and financial planning firm in Mulgrave. We now have a client services officer position available in our financial planning team. We are looking for someone who already has more than 2 years experience, who is also wanting a pathway for career progression towards a Paraplanner, Financial Adviser or another area within financial planning industry.


We are looking for a person to:

Be the first point of communication for clients

Provide support to our advisers 

Follow our existing processes and procedures, while also solving problems 

Participating in the improvement of business processes and efficiency


Things we would love to see:

Attentive to details and instructions

Able to follow checklists and processes


Speaking English and Mandarin

You must have 

At least 2 years experience in a Financial Planning office. 

Xplan CRM experience is essential. Wealth Solver and Risk Researcher experience are desired.

Australian permanent residency or citizenship



Bachelors degree in a relevant field 

Resume and cover letter addressing the Position Responsibilities and Performance Measures, and letting us know why you are the right person for this position


Evidence to satisfy our employer obligation you have a legal right to work in Australia

07/09/2020 $0 Eastern Suburbs 1 Administration & Office Support
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