Senior Client Services Officer with ref.

Work alongside Director of Wealth Management
Dealing with HNW clients
Pathway to Professional Year and Financial Adviser

This is the perfect opportunity for any CSO's with 2+ years of experience who are looking for career progression, support through their professional year, and mentorship under a senior adviser.

Our client is a successful accounting and financial planning firm based on Brisbane's city fringe.

Benefits:

Work alongside the Director of Wealth Management - excellent training and mentorship
Dealing with HNW clients and complex strategies
Career progression; this role will evolve into an Associate Adviser and eventually a standalone Financial Adviser
Support through your Professional Year

The role:

Provide full adviser support
Assist the Director in servicing his HNW client base
Deal with holistic advice with a focus on investments and super/tax
Prepare for client meetings and annual reviews
Complete research on client accounts
Advice implementation
Attend some HNW client meetings with Director
Be prepared to take on more responsibility when you are ready

About you:

Ideally 2+ years previous experience within a CSO/financial planning admin position
Completed or working towards FASEA educational requirements
Xplan experience
Have dealt with investment advice previously
Experience with HNW clients will be favourable
Excellent communication skills and well presented; you will attend some client meetings
Passionate about a long term career within the financial planning/wealth management industry

Salaries are dependent on experience but will be circa $70,000 - $80,000 package.

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call me on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs