Client Services Officer with ref.

Accounting and Financial Planning firm
Open to full-time or part-time
Full financial adviser support position

This is an excellent opportunity for an experienced Client Services Officer (or someone who is keen to enter the financial planning industry) to join a progressive, all digital, growing Accounting and Financial Planning firm.

Our client is based on the north side of Brisbane, roughly 15 minutes drive from the city. They provide accounting and comprehensive advice services to their clients. This position will support the director and another financial adviser.

The Role

Work closely with Senior Financial Advisers.
Involved with the end-to-end process of providing advice to clients.
To provide a high level of client service.
Maintain and develop client relationships.
Help with preparing advice documentation.
Full advice implementation, actioning recommendations from ROA and SOA documents.
Assist with research on clients existing accounts/policies.
Action ad hoc clients requests such as updating details and withdrawals.
Preparation of all documentation for client reviews, book in the client meeting.
Open to full time or part time 3-4 days per week.

About You

1+ years previous experience in a financial planning support position (preferred).
Excellent communication skills both written and verbal.
Good attention to detail.
Able to work as part of a team.
Base understanding of financial planning and different advice areas such as superannuation, investments, insurance.
Well organised and able to manage time effectively.
Previous office administration experience.
Experience using XPLAN (preferred).
Diploma of Financial Planning or relevant tertiary degree will be favourable.

Salaries are dependent on experience but will be circa $55,000 - $65,000 + super.

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