Merimbula, NSW | Full-Time | $75,000-$90,000 + Super
Are you an experienced Client Services Officer looking for your next opportunity in financial planning?
We're looking for a motivated and detail-oriented skilled to join a growing financial planning practice in Merimbula. This is a great opportunity to work closely with an experienced adviser and play an important role in delivering a high level of service to clients.
What You'll Be Doing:
- Supporting the adviser with day-to-day client service and administration
- Preparing client files, forms, reports and documentation
- Assisting with SOAs and ROAs
- Managing the implementation of financial advice
- Preparing and following up investment, superannuation, retirement and insurance applications
- Maintaining accurate client information in XPLAN
- Assisting with XPLAN and Xtools+ cash flow modelling
- Liaising with product providers and insurers
- Following up outstanding applications and implementation requirements
- Assisting with research and preparation of recommendations
- Preparing reports and client meeting documents
- Providing a high level of professional and responsive client service
What We're Looking For:
- Previous experience in financial planning administration or client services
- Strong advice implementation experience
- Experience using XPLAN
- Excellent attention to detail and organisational skills
- Strong communication and client service skills
- Ability to manage multiple priorities
- RG146 is advantageous
What's On Offer:
- $75,000-$90,000 + super, depending on experience
- Opportunity to grow within a supportive financial planning practice
- Work closely with an experienced adviser and a professional team
If you're ready for your next step in financial planning and want to be part of a great team in Merimbula, we'd love to hear from you!
For a confidential discussion, apply now or email your resume to ••••@advice2talent.com