Are you currently working in financial planning administration, client services or adviser support and looking for a business that will genuinely invest in your future?
Are you a Grad looking to start your career in Financial Services?
We are partnering with a well-established and growing financial planning firm that is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join their team. This opportunity is ideal for someone who enjoys supporting clients and advisers while also wanting clear long-term career progression in an Associate.
This company is committed to helping the right person build a rewarding long-term career.
The Prospect
As a key member of the team, you will provide support to advisers and clients while gaining exposure across all aspects of the financial planning process.
Responsibilities may include:
- Sitting in on client meetings and helping with strategy
- Managing client communications and relationships
- Preparing and processing client documentation
- Assisting with implementation of advice recommendations
- Liaising with product providers and external stakeholders
- Managing review workflows and client meetings
- Maintaining accurate client records and compliance requirements
- Supporting advisers with day-to-day administration
- Assisting with business operations and process improvements
About You
We are open to speaking with candidates at various levels, including experienced CSOs, Senior CSOs, CSMs, Associate Advisers and Financial Planning Administrators.
You may have:
- Experience within a financial planning or wealth management environment
- Exposure to Xplan or similar CRM systems
- Strong communication and relationship-building skills
- High attention to detail and organisational skills
- A genuine desire to build a long-term career in financial planning
- A positive attitude and willingness to learn
Career Pathways Available
Depending on your interests and strengths, this role can provide progression towards:
✔ Financial Adviser / Professional Year pathway
What's on Offer
- Competitive salary package based on experience
- Ongoing training and professional development
- Mentoring from experienced industry professionals
- Clear career progression opportunities
- Supportive and collaborative team culture
- Exposure to all areas of the financial planning process
- Long-term career stability within a growing business
If you're looking for more than just another administration role and want to join a business that will support your long-term career goals, we'd love to hear from you.
Please send CV's to *****@berrittaconsulting.com.au