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Senior Client Services Officer

Job description

  • 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