Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team.
This is the perfect opportunity for an experienced CSO who is looking to join a fast paced and growing business.
Benefits:
Fun, social team culture
Comprehensive onboarding and training provided
Flexible daily start/finish times
Half day every Friday - get an early start on your weekend!
Future career progression on offer
Tasks and Responsibilities:
Client Services Officer supporting financial advisers across holistic advice
Handling inbound enquiries from clients
Xplan database management - setting up new clients, updating client details, filing and documenting
Implementation of advice post ROA/SOA
Liaising with product providers such as super funds and insurers to gather information and reports on clients accounts
Assist advisers to prepare for client meetings - generate reports and required documents
About you:
1+ year previous experience in a role supporting financial advisers
Familiar with superannuation, insurance and investment advice/platforms
