Client Service Office / Paraplanner - Work Life Balance

The Company:

Our client is a well established boutique firm specialising in comprehensive advice for their loyal client base. A fantastic opportunity is currently available for an experienced client service officer/paraplanner to join their team. Located in a growing suburban hub in the south western corridor of Brisbane, with easy access to public transport, cafes and shops.

Our client offers a number of benefits including:

• A focus on work life balance

• Flexible working arrangements

• On site car parking

• Regular social activities

• Close knit and friendly team

Roles & Responsibilities:
This is a multi-faceted position where you will be required to perform the following duties:

• Provide support to the lead adviser 

• Complete product research and assist with appropriate strategies

• Prepare compliant, comprehensive and complex SOA's and ROA's

• Liaise with clients and fund managers

• Generate and process OASA, Fee Consent and Fund Manager applications

• Organise and completion of ad-hoc administration tasks

• Prepare files and reports for annual review meetings

• XPLAN database management

About You:

• Currently working in a client service officer OR paraplanning role with minimum 2 years experience

• Diploma / Advanced Diploma of Financial Planning essential

• Advanced skills in XPLAN, Xtools+, Microsoft Word & Excel

• Have technical knowledge of tax, Centrelink entitlements, deceased estates

• Willing to perform a wide range of administrative duties

• Excellent communication skills and high attention to detail

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.

• scott@bentleyrecruitment.com.au

• 07 3229 8020; 0468 4960 46

• LinkedIn: https://www.linkedin.com/in/scott-munro187/

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