Client Services - Financial Planning

FINANCIAL PLANNING & WEALTH MANAGEMENT;

Looking to speak with individuals within Client Services to join expanding financial planning teams across the CBD, North & Eastern suburbs.

These roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house professionals and specialist advisers.

Some of what you'll do

• Assist in preparing Statements of Advice and Records of Advice
• Liaise with product providers to gather information
• Prepare and lodge client applications
• Maintain accurate and compliant client files
• Handle client inquiries and interact with administration platforms and fund managers

About You

• Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred
• Min 1 years previous experience in a similar role within Financial Planning or Wealth Management is a must.
• Strong Microsoft Office skills (Xplan or similar system knowledge is desired)
• Excellent communication and teamwork abilities
• Desire to help clients achieve their financial goals
• Strong time management and multitasking skills

Benefits

• Mentorship from experienced advisers
• Opportunities for professional development
• Strong social culture and supportive work environment
• Competitive remuneration package based on skills and experience

Send your CV to Sean at ***email_hidden*** or apply via the portal.