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Location
Brisbane
- Job type Permanent
- Discipline
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Reference
1210347_3
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Salary
$65k - $70k + super
WHAT IS THE OPPORTUNITY?
Our client is a progressive, boutique firm based in Brisbane CBD. Providing an exceptional level of client care, they ensure their clients are educated surrounding their advice strategies, making sure the process is understood.
This role will have you working with full comprehensive advice, supporting the two lead advisers, while gaining exposure to a variety of tasks to further develop your skills. This role does require a high level of autonomy, as well as the ability to produce ROA documents. Full time or Part time role.
WHAT WILL YOU BE DOING?
Provide full adviser support to financial advisers
Assist with preparation and implementation of advice documents (SOA's & ROA's)
Produce some ROA documents through XPLAN
Client follow ups
Opening new accounts with various product providers
Provide a high level of client service, maintaining and developing client relationships
Flexible working hours and competitive salary offered
WHAT ARE WE LOOKING FOR?
Minimum 2 years experience as a Client Services Officer within a Financial Planning practice
Must have experience with XPLAN
Ability to work autonomously
Great knowledge and understanding of the financial planning process
Strong work ethic with attention to detail
HOW TO APPLY?
If you are interested in this opportunity, click APPLY
Salaries are dependent on experience but will range from $65k - $70k + super
Alternatively, contact Scott Munro for a confidential discussion.
scott@bentleyrecruitment.com.au
07 3229 8020; 0468 4960 46
LinkedIn: https://www.linkedin.com/in/scott-munro187/
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs