About the role:
Our client is seeking a Client Services Officer to support financial advisers and help deliver holistic financial advice to clients. You will manage client enquiries, maintain systems and assist with implementing advice. This role sits within a collaborative financial planning team.
Duties include:
* Support advisers with advice implementation
* Manage client enquiries and provide admin support
* Maintain Xplan and update client records
* Liaise with super funds, insurers and investment platforms for client information
* Prepare reports and documents for client meetings and annual reviews
* Review advice documents
Skills & Experience:
* 2+ years supporting financial advisers
* Knowledge of comprehensive financial advice
* Experience using Xplan
* Experience implementing advice recommendations
* Strong written and verbal communication skills
Benefits:
* 9-day fortnight or monthly RDO options
* Work from home option after probation
* Ongoing training and development support
* Long-term pathway to Associate Adviser/PY
* Highly successful and well established business with a strong brand in the local market
About the Company/Culture:
Our client is a well-established professional services firm with a long history supporting clients across Queensland. With a growing team across multiple offices, the business offers accounting, business advisory and financial planning services.
People enjoy working here because of the supportive and professional culture. The team values collaboration, continuous learning and helping employees build long-term careers within the business.
How to apply:
If you're interested please send your CV to Ben Sultmann
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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