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 recent 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 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)