We are a established boutique financial planning practice in Shellharbour and are seeking a Client Service Consultant to join our team. This is a full-time position and is integral to the smooth operations in the practice, providing exceptional client service and support to our clients, our advisers and our team.
Main responsibilities
* Working closely with advisers and partners to assist in coordinating the development, delivery and implementation of advice and to assist in responding to and managing client communications.
* Proactively assist in the management of the client review process, including checking and preparing documentation prior to and post meetings.
* Contribute to the preparation of advice documents.
* Actively communicating with advisers on the progress of advice.
* Schedule appointments with current and potential clients.
* Maintain accurate records in the businesses systems.
* Completion of your set professional development plan.
* You may also be required to conduct initial assessments of potential client's suitability for advice and work with advisers to smoothly onboard new clients.
* Other activities, as required by the business from time to time.
Qualifications and Experience
* Experience in a financial advice support role and in supporting advisers to execute financial advice.
* Experience with financial advice technology.
* Client management and communications skills.
Desirable
* Undergraduate qualifications.
* Specialist accreditations.
* Paraplanning experience.
Technical skills
* Ability to use initiative and work autonomously in ensuring deadlines are met.
* Well developed verbal and written communication skills including strong relationship building skills.
* Demonstrated PC literacy.
* Financial advice strategy and product knowledge.
* Proven client management skills.
* Excellent personal organisation and time management skills, with the ability to coordinate workflow through priortisation of tasks, diary management etc.
Importantly, we are seeking a person who:
* Demonstrates strong commitment to client services, prioritising client's needs and satisfaction and showing a willingness to go above and beyond expectations.
* Excels in being part of a team.
* Portrays enthusiasm and strong work ethics.
* Portrays ability to use effective analytical skills.
* Demonstrates attention to detail.
Please provide a cover letter with your application.