Client Services / Associate Planner - Graduate
International Search Partners – Tamworth NSW
We are excited to present a great opportunity for a Client Services Officer / Associate Planner or Graduate, to join a highly reputable practice who provide comprehensive advice to a diverse client portfolio.
In this role, you will play a key part in supporting the Financial Advisers in completing the end-to-end advice process, ensuring efficiency, compliance, and a high standard of client service.
Your responsibilitieswill include:
Provide exceptional client service to the clients, assisting with inquiries.
Follow up on completed documentation ensuring deadlines are met.
Providing efficient, compliant and accurate support assisting in the development of strategic advice.
Proactive interaction with clients and advisers to ensure all necessary information is up to date and current in client management database and in client account records
Liaise with the Paraplanning team for completion of Advice documentation.
Utilise Xplan for tasks and file notes along with AI technology.
Desired experience




You will ideally have previous experience within a Financial Planning or Accounting environment or a Graduate with a passion for financial planning.
Good organizational skills with the ability to prioritize and schedule work tasks with minimum supervision.
Excellent written communication skills with a high attention to detail
Ability to work accurately within a fast-paced environment.
Able to liaise and maintain relationships with clients and key stakeholders.
Experience using technology, Microsoft Office Suite, Excel financial planning software such as Xplan and/or Salesforce, Microsoft Office.
Tertiary qualification within Financial Planning, Commerce, Finance or Economics
This is a great career prospect to further develop your skills within Financial Planning with a company who will support your development and career progression.
The practice is flexible as to the level of experience and is seeking a motivated individual who is seeking a long-term career path within the industry.
Remuneration is competitive and relevant to experience.
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📌 Client Services / Associate Planner - Graduate (New South Wales)
🏢 International Search Partners
📍 New South Wales