• Supporting Director of business
• Fast paced role with exposure to comprehensive financial advice
• Develop client relationships

An opportunity is available for an experienced EA / Client Services Officer to join a leading financial planning firm in Canberra. Our client provides tailored, comprehensive advice and values developing strong relationships with their clients. 

The successful candidate will:

• Have 1+ years experience in a support/admin role within financial planning
• Have previous experience dealing with holistic advice (Super, Insurance, Investments etc)
• Be able to multitask
• Have a high attention to detail
• Be able to handle a fast paced work environment and juggle multiple tasks
• Be able to prioritise
• Be familiar with Statement's of Advice (SoA) and their implementation
• Have excellent communication skills both written and verbal

As part of this role you will:

• Be a point of contact for clients and maintain client relationships
• Provide full adviser support to the Director
• Maintain files and database records
• Arrange client appointments
• Prepare review paperwork for Planner / client review meeting
• Ensure the preparation of all paperwork necessary to complete recommended strategies
• Prepare reports as directed by Planner
• Complete forms, e.g. new applications, in-house forms to switch investments, withdrawals, deposits, individual fund manager forms
• Follow up implementation and administration on actions to be taken from plans
• Proof read Statements and Records of Advice
• Draft Record of Advice (RoA) 

Salaries are dependent on experience but will be circa $60,000 - $65,000 + Super.

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

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

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