You will be working for a Financial Advice firm with a team of award-winning advisors. They provide a holistic approach to offering advice in the client's best interest to help them confidently plan for the future.
Your new role
As a Client Services Officer, you will get good exposure to financial planning and your role will include but not be limited to:
Supporting the Senior Risk Advisors and assisting with the implementation of their advice in accordance with strategies
Carrying out a range of administrative tasks within the financial planning and insurance industry
Building relationships with clients while responding to their requests and proactively liaising with third parties
Processing transactions as part of the financial advice process
What you'll need to succeed
Experience working in the financial planning industry
Diploma of Financial Planning and a relevant degree is preferred
Experience using industry specific software such as Xplan
Attention to detail, strong organisational skills and the ability to work well individually as well as part of a team
You will be well presented with good verbal and written communication skills.
What you'll get in return
On offer is the above mentioned salary and the opportunity to work with one of the largest and most respected specialist financial advice businesses. This company has a strong focus on the well-being of their employees as well as their clients. You will expand your knowledge of financial advice by working closely with the senior advisors.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on [email protected] If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231