Client Services Officer - Financial Planning

Our client is a well established business that has been in operation in Brisbane for decades. They provide accounting, business advisory, financial planning and asset management solutions to a range of clients including HNW individuals and families.

Due to growth, they are looking for an experienced Client Services Officer to join their team located in Brisbane CBD. 

Benefits:

• Spacious office with a putting green

• Regular staff prizes

• Friday drinks in the office

• Regular food platters for staff

• Income protection insurance included for staff

• Office masseuse once a month 

• Work from home flexibility

• Christmas and EOFY parties

Tasks and Responsibilities:

• Supporting a team of 2 financial advisers and 1 junior adviser

• Book client appointments

• Prepare for client meetings including required forms and compliance documents

• Complete research on client accounts

• Print and collate advice documents

• Implementation of advice recommendations

• Point of contact for clients 

• Management of Xplan database

• Ad-hoc admin duties

About you:

• 2+ years previous experience in a CSO role supporting financial advisers 

• Experience using Xplan

• Excellent communications skills, both written and verbal

• Professional and presentable

• Able to work autonomously and as part of a team

• Strong attention to detail

• Able to prioritise tasks and manage workflow

Salary is flexible depending on experience, circa $80,000 package. 

How to apply:

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 Ben on 07 3229 8020.

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