Client Services Officer/Adviser Support with ref.

CBD location
Fun, social team culture
Supportive environment, happy to provide further training

Our client is a successful boutique financial planning firm based in Brisbane CBD. They specialise in providing tailored financial advice to their clients, with a focus on insurance and superannuation.

An exciting opportunity is available for an experienced Client Services Officer to join their thriving team.

Benefits:

Social team culture: Regular social events, Friday drinks
Training offered
CBD location close to train station

The role:

Be a point of contact for clients and maintain client relationships
Provide full adviser support
Maintain files and database records
Perform all relevant administration tasks in accordance with Financial Planning
Arrange client appointments
Prepare review paperwork for Adviser / client review meeting
Ensure the preparation of all paperwork necessary to complete recommended strategies
Complete advice implementation
Proof read Statements and Records of Advice

About you:

3+ years experience in a Client Services Officer/admin role within financial planning
Have previous experience dealing with insurance and superannuation advice
Experience dealing with insurance providers and obtaining client policy details/reports online
Experience dealing with insurance applications and amendments
Worksorted software experience ideal
Able to multitask and prioritise
High attention to detail
Familiar with Statement's of Advice and their implementation
Excellent communication skills both written and verbal

Salaries are dependent on experience but will be circa $65,000 - $70,000 + 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 me on 07 3229 8020.

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