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February

Client Services Officer - Financial Planning

Suncoast HR Services Pty Ltd - Buderim, QLD

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Our client is an award winning, successful financial planning firm based in Buderim. They provide full service, holistic advice. They are looking to bring on an experienced Wealth Implementation Administrator to assist and support their advisers and be part of the administration team.

The ideal candidate will have 2+ years’ experience within financial planning, in a similar position. Our client is offering a competitive salary dependent on experience and there are bonus incentives and reward programs to recognise diligent work. The position is part-time, working from 9am – 2:30pm Monday to Friday, for the right candidate the business will also consider any full-time applications.


As part of this role you will:

  • Be a first point of contact for clients
  • Maintain client relationships
  • Provide adviser support for wealth implementation
  • Maintain files and database records
  • Manage adviser diaries and arrange client appointments
  • Perform all relevant administration tasks in accordance to Financial Planning
  • Work with other members of the client services team to deliver high quality service delivery
  • Prepare forms and documents for wealth implementation
  • Be proactive and diligent
  • Have the ability to work without supervision


If you're interested please apply via this ad or go onto our website at www.suncoasthr.com.au for more opportunities.

If you would like to discuss this or other opportunities, please call Justin on 07 5352 3230.


Requirements

The successful candidate will:

Have 2+ years’ experience in a Client Services role within financial planning


Have previous experience dealing with holistic advice


Be able to multitask


Have a high attention to detail


Be a self-starter


Be familiar with Statements of Advice (SoA) and their implementation


Have excellent phone/communication skills


A willingness to learn and adapt


A supportive team member with a positive attitude


Benefits

  • Established and stable business
  • Competitive salary, with incentive opportunities
  • Excellent reward and recognition programs
  • Supportive team culture

The successful candidate will: Have 2+ years’ experience in a Client Services role within financial planning Have previous experience dealing with holistic advice Be able to multitask Have a high attention to detail Be a self-starter Be familiar with Statements of Advice (SoA) and their implementation Have excellent phone/communication skills A willingness to learn and adapt A supportive team member with a positive attitude

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