Full Time $70,000 + per annum (depending on experience)
Brahma Wealth Management have been providing financial planning advice to Australian's for 25 years and we have built a strong reputation for delivering comprehensive advice and exceptional client service.
We are seeking a Client Services Officer to join our team in a full-time capacity.
This is an excellent opportunity to work within a highly regarded firm where you can build your technical and professional skills in the finance industry.
Key Responsibilities
Provide a high level of service to our Financial Planning clients
Support Financial Advisers in the delivery of high-quality, compliant advice
Prepare application forms, and implementation of financial strategies
Manage and maintain client files and records
Prepare for client review meetings
Perform general administrative duties as required
About You
We're looking for someone who is eager to learn and brings a positive energy to the team.
You will have:
Experience in the finance industry or have completed qualifications relating to; financial planning, superannuation, insurance, or investments
Strong administration skills and MS Office proficiency
Strong written and verbal communication skills
Great time management and organisational skills
A proactive approach to problem solving and a collaborative team approach
Experience with XPlan desired
What We Offer
Competitive salary package: $70K + depending on experience or qualifications
Supportive team culture with a focus on collaboration and quality
Long-term career opportunity in a respected financial planning practice
Exposure to a wide range of client strategies and planning work
Ready to Join Us?
If you feel this job is the right fit for you, we'd love to hear from you.
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Your application will include the following questions:Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a Financial Planning Role? Do you have experience in administration? Which of the following Microsoft Office products are you experienced with? How many years' experience do you have in a wealth management? Do you have a current Police Check (National Police Certificate) for employment?
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