Client Services Officer with ref.

Inner city Accounting and Financial Planning firm
Full adviser support role
Ongoing training and development

Excellent opportunity to join a business that is going through a period of growth.

Our client is based on Brisbane's city fringe. They are a multifaceted firm specialising in accounting and financial planning. This is the perfect opportunity for an experienced CSO who wants to broaden their knowledge and skills within a comprehensive advice firm.

The role

Be a point of contact for clients and maintain client relationships
Provide full adviser support, gain exposure to holistic financial advice
Maintain files and database records (Xplan)
Conduct research on client holdings/accounts
Arrange client appointments
Prepare for annual review meetings
Proof read Statements and Records of Advice, collate the documents for client presentations
Handle advice implementation including account applications across multiple platforms
Follow up implementation to ensure complete and update clients

About you

2+ years of experience in an admin role within financial planning
Understanding of the financial planning process
Experience with Xplan and MS Office programs
Experience using multiple investment platforms
Excellent communication skills both written and verbal
Able to develop strong relationships with clients and external stakeholders
Highly organised, able to multi task and prioritise
Happy to work as part of a collaborative team
Knowledge of SMSF and insurance will be an advantage

Salaries are dependent on experience ranging from $55k to $65k + 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