ABOUT JOB

We are currently seeking a self-motivated and experienced Client Services Officer to join the growing team as an Associate Adviser. Working closely with a team of experienced Financial Advisers, Paraplanners and support staff, the successful candidate will play an integral role in supporting advisers and their clients throughout the advice process.

Key responsibilities

• Support your Advisers/Partners in developing and providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation and retirement planning
• Proactively communicate with clients and identify how the company can best meet their needs
• Prepare relevant documentation for meetings and take part in client meetings with Advisers/Partners
• Ensure advice documents are compliant with industry legislation, regulation, policies and procedures
• Coordinate production of advice documentation and help prepare SOAs

We are ideally seeking the following:

• Relevant Tertiary qualification, industry related.

• Current industry experience working in an Associate Adviser, Paraplanner, Client Support, or similar role.
• Strong technical skills with an excellent understanding of Retirement Planning, Financial Modelling, Superannuation and Investments.
• Strong organization skills along with attention to detail and the ability to prioritize your workload

• Experienced in the Xplan CRM system and advanced skills in Microsoft Suite.

There a numerous employee benefits provided, including:

• Career development and progression: mentoring from experienced Advisers and Partners, backed by development programs access to latest technology, and further education
• Competitive salary package, flexible working options (Hybrid), short work weeks, wellbeing support and employee discounts.
• Clearly defined career progression with support for Professional Year.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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