This is an opportunity to work alongside experienced Advisers and be part of our Administration Team. This is a key role, where you will deliver a seamless client experience, while developing your own career within the financial services environment. This role will suit an experienced Client Service Officer, who can hit the ground running. This is a full time office-based role, but we would consider a minimum of 30 hours per week for the right applicant.
Key responsibilities
- Supporting our three Advisers and Paraplanning Team
- Assist advisers through the preparation, implementation and follow-up of financial advice, including the completion and lodgement of applications
- Process client administration across superannuation, investments, insurance and related advice matters
- Liaise with product providers and third parties to progress client requests and resolve enquiries
- Manage client enquiries, correspondence and ongoing client administration
- Maintaining accurate client records within Xplan
- Processing investment transactions through platforms and brokers
- Collecting and preparing documentation for tax reporting purposes
- Other ad hoc general administrative tasks
About you
- Experience as a Client Service Officer,
including the implementation of advice
- Strong attention to detail and take ownership of your work
- High level of proficiency across Xplan and the Microsoft Office suite
- Previous experience within the financial planning domain
- Excellent communication and relationship-building skills
- A proactive and solutions-focused approach
- High levels of organisation and attention to detail
- The ability to work independently, while remaining a strong team member
- Minimum 2-3 years' experience in financial planning administration or implementation roles
- Full working rights in Australia
About us
OzPlan Financial Services is a Financial Planning practice based in the Eastern Suburbs of Melbourne, providing Superannuation, Retirement, Investment and Aged Care advice. We are committed to making a difference for our clients, supported by a Financial Planning and support team working together to make it happen. We take pride in the culture we have created, and we encourage a healthy work-life balance.
Valuable training from a team of professional mentors
A great opportunity to work for a professional organisation who promotes from within