**Job Overview**
The Client Services role is a key position within our expanding financial planning teams, offering individuals with experience in Wealth Management the opportunity to develop their skills and knowledge in a dynamic and supportive environment.
Responsibilities:
* Assist in preparing Statements of Advice and Records of Advice
* Liaise with product providers to gather information
* Prepare and lodge client applications
* Maintain accurate and compliant client files
* Handle client inquiries and interact with administration platforms and fund managers
Requirements:
To be successful in this role, you will need:
* A Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred
* Min 1 year's previous experience in a similar role within Financial Planning or Wealth Management desired
* Strong Microsoft Office skills (Xplan or similar system knowledge is desired)
* Excellent communication and teamwork abilities
* Desire to help clients achieve their financial goals
* Strong time management and multitasking skills
Benefits:
This role offers:
* Mentorship from experienced advisers
* Opportunities for professional development
* Strong social culture and supportive work environment
* Competitive remuneration package based on skills and experience
What We Offer:
We are committed to providing a positive and inclusive workplace that supports the growth and development of our employees.
How to Apply:
If you are interested in this opportunity, please submit your CV and we will contact you to discuss further.