28 Nov
Odyssey Financial Services
Balcatta
This is an ideal chance to work for a premier financial planning business in the Northern Suburbs. Odyssey Financial Services is a boutique financial services company, who has a reputation for providing comprehensive financial advice and exceptional services to clients.
We are looking for a full time, experienced person to work as a Relationship Manager with our clients. The role offers a challenging opportunity to understand and implement financial strategies to benefit our clients.
The role will have the following responsibilities within the business:
- Providing a high level of service to Financial Planning clients
- Providing support to the Financial Advisers in their delivery of high-quality advice
- Preparation of advice related documentation and application forms
- Submit and follow to completion applications related to financial plan implementation
- Client file management
- Handling incoming client queries
- Handling Social security queries
- Preparation of client reviews
- Managing insurance claims
- General administration duties as required
The successful candidate will have the following skills and experience:
- Insurance and superannuation experience
- Previous administration experience
- Great MS office skills
- Enthusiasm & a positive work ethic
- Excellent time management skills
- Ability to forward think and use initiative
- Excellent written and verbal communication skills
- Experience with Xplan software
- Experience with BT Panorama platform
We are looking for someone who has financial planning, superannuation, insurance and/or investment background with a minimum of 3-5 years experience. A generous remuneration package from $75k + is offered and is negotiable dependent on experience.
Financial planning study would be advantageous.
Our firm highly values a positive work environment and working together as a team. It is therefore essential that the successful candidate has a genuine desire to help out their fellow colleagues when needed, in order to provide the highest level of service and support. A positive, can-do attitude is non-negotiable as well as the ability to work within systems and processes pivotal to the role.
If you are passionate about customer service and looking for a long-term career, please email your resume to [email protected].
📌 Client Relationship Officer (Balcatta)
🏢 Odyssey Financial Services
📍 Balcatta
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