Established in 1994, this holistic financial planning business is an independent, boutique wealth management firm located in St Kilda Road, Melbourne. With a team of six financial advisers and two specialist general insurance advisers, supported by a client service team and technical specialists, they provide in-depth financial analysis on all aspects of our clients¹ wealth management requirements. This business is an advice led firm and a product agnostic firm.
Client Service Officer: The role involves supporting Client Service Managers by implementing all administration related tasks. The Client Service Managers in turn report directly to a team of Financial Advisers.
You will work directly with the client service team in the preparation and management of all aspects of clients’ financial planning arrangements, such as the processing of investment and insurance applications, pre-meeting preparation, proposal development, data and document management, as well as all implementation and administration related work.
The successful candidate will have the following:
Essential – Initiative, accuracy and strong attention to detail – Exceptional verbal and written communication skills – Outstanding analytical skills as the administrative component can be quite complex at times – Enthusiasm and the ability to learn quickly – Excellent interpersonal skills – Outstanding knowledge of Outlook, Word and Excel
Preferred – Finance industry knowledge and/or experience – Knowledge of Xplan financial planning software – Related university qualification – Career interest in the financial planning industry
The role offers an attractive starting salary plus potential bonuses. The Client Service Officer position in this rapidly expanding and developing company provides first hand training and experience to becoming a fully fledged paraplanner or Financial Planner in the future. The company provides great career progression and is supportive of your personal and career goals.
We are looking for someone who is hard working, diligent, has a strong attention to detail and is looking to work in a friendly and entrepreneurial environment. A minimum 12- 18 months of experience in the same industry is essential for this role.
For a confidential discussion, please contact:
Kiera Brown Principal Consultant FS Recruitment Solutions
Like us on Facebook to receive updates on jobs available, interview tip and whats happening in the financial planning market: facebook.com/fsrecruitment
Due to the sheer volume of applications we receive, we will only contact successful applications. If you have not heard from us within 3 business days, please deem your application as unsuccessful.