Essential Planner is a comprehensive financial planning business dedicated to their clients and part of the wider Essential Financial Group of Companies comprising of Financial Planning, Accounting & Mortgage Broking
We have been operating for more than 15 years and specialize in Superannuation, Retirement, Wealth Creation, Risk insurance and Self-managed superannuation funds.
Because of our client focused business model, we have experienced a high amount of growth and are looking to expand with in-house team members.
Our offices are located on Scarborough Street Southport close to all dining, parking and shopping facilities.
We have different roles available with the view to grow your career and put your talents to best use and in the role that you will flourish in.
We are seeking people that want to become Licensed Financial Planners in the financial planning industry and get paid based upon their skills & experience.
The Role/s
Client services officer (Full time)
All full time positions are on a 4 day work week!
That's a long weekend forever!
Client services officer duties:
Handling client calls and emails, responding in a timely manner
Maintaining mail register
Lodging applications and preparing submissions for new business
Liaising with internal teams and colleagues to resolve problems and find solutions.
Creating and maintaining client files.
Liaising with financial institutions on behalf of clients.
Maintaining client workflows
Maintaining accurate client workflows and implementation timelines
Managing File notes, opportunities and tasking within Xplan software
Ensuring client data entry is accurate
Gathering / updating client information (Fact Find etc)
Maintaining Compliance folders & Fee Disclosure Statements
Experience, Skills and Qualification
Office 365 – including Outlook, Word, Excel (Basic)
using Company CRM for task monitoring (AI Assisted)
High level of computer literacy i.e you know how to do computer stuff
Attention to detail
Friendly, Intelligent and Caring
Exceptional English - spoken and written
Great time management
Diligent
Able to work to your own beat
A desire to help people and be rewarded for helping
Salaries are dependent on experience, the position and relevant skills ranging from $75,000 - $90,000.
If you want to join a excellent business that isn't going to chain you to your desk and watch the clock as you work, pop us yourresume via the Apply Button with a cover letter that includes the role (or roles) you think would suit youasALL DIRECT EMAILS WILL NOT GET A JOB because reading this is part of the application process.We will only be contacting the short listed applicants.
We are looking for fantastic people that are great at their jobs and want a long term work / life balance!
We want people that care about their jobs and want the responsibility that goes with it.
Everybody here loves their jobs, and we know you will also.