Client Services Officer (Financial Planning)

We are a privately owned self-licensed financial advisory firm located in Melbourne Australia.

With our business continuing to grow, a new full-time position has become available at our holistic financial services firm. We are a boutique firm of exceptionally knowledgeable and skilled financial planners and credit advisers. We pride ourselves on our commitment to providing high-quality advice, excellent customer service and making a positive difference in our clients’ lives.

We are seeking a motivated and standout candidate, who is willing to work alongside and be mentored by some of the brightest stars in the financial services sector as an Associate Financial Adviser / Admin Assistant.

Through highly tailored and structured training, we will arm you with the skillset and education required to excel and fast track your career.

We will offer you:
• Friendly and supportive work environment
• Mentorship
• Strong team culture
• Amazing opportunities for long-term career prospects
• Competitive remuneration package

The successful candidate will be hardworking, driven and have excellent communication skills.

You will be working closely with senior financial advisers to support them in providing high quality advice to new and existing clients.

Your responsibilities will include:
Providing high quality support and technical assistance.
Working alongside the Advisers in meetings, liaising between paraplanning and administration.
Preparing research for financial planners/brokers
Implementation of planning strategies
Preparation of paperwork for appointments
Arranging client appointments
Data entry
Direct communication with clients and stakeholders
Lodgement of applications for insurance, super and investment and finance
General ad hoc administrative tasks

The suitable candidate will have the following:
Experience in the Financial Services industry (at least 2-3 years’ experience in financial planning)
Degree qualified
Financial advice implementation experience is essential
High level of proficiency across the Microsoft Office suite
High level of communication skills
Strong analytical, numerical, problem solving, and time management skills
Ability to work with financial planning software such as Xplan

We are looking for someone who possesses the following attributes:
Strong work ethic and self-motivated
Excellent verbal and written communication skills
The ability to work to timeframes and deadlines with an analytical and thorough approach
Highly organised with the ability to work autonomously
Exceptional attention to detail