Client Services Officer

• Exposure to paraplanning

• Career progression and support through Professional Year

• Long term growth and development

Our client is a highly successful financial planning and accounting firm based on Brisbane's city fringe. There is currently an opportunity for an experienced CSO to join their growing team.

Benefits:

• Supporting 2 senior advisers providing holistic advice - excellent training and mentorship

• Exposure to paraplanning, begin writing simple SOA's

• Support through your Professional Year

• Long term career path within the business - eventually become an authorised Financial Adviser

The role:

• Provide full support to 2 senior advisers

• Be a point of contact for clients and maintain relationships

• Prepare first meeting packs 

• Prepare documents and reports for client annual review meetings and SOA presentations

• Handle full advice implementation

• Manage client fee agreement process

• Assist with overflow of paraplanning tasks - eventually start writing basic SOA's

• Attend some client meetings

About you:

• 1 - 2 years of experience working in a CSO/support position within a financial planning firm

• Ideally completed or currently studying relevant financial planning degree or graduate diploma

• Previous experience supporting advisers across holistic advice

• Excellent communication skills - comfortable interacting with clients and team members

• Good attention to detail

• Passionate about pursuing a long term career in financial advice

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