Job Description
RGM Financial Planners Pty Ltd – Traralgon VIC
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Working along side financial planners and assisting them helping clients achieve their goals.
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Being client focused and passionate about exceptional service delivery.
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Ability to work and solve problems autonomously.
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Process oriented, organised and structured with attention to detail.
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Excellent written and verbal communication skills are also essential to this role.
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Can take ownership of a task rather than constantly needing to be told what to do next.
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Experience with platforms such as North/MyNorth, Colonial First State etc,
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Supportive and flexible team member.
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Benefits and perks
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The position provides a great opportunity to develop friendships with existing staff and client dialogue.
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Flexible working conditions and RDO's
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Personal development is also an important part offered with the role.
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Skills and experience
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A Certificate IV in Financial Services (Financial Advice) or similar would be highly regarded, but not essential.
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Experience in financial planning, banking, superannuation, insurance or qualified services would be highly desirable.
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The role will eventually involve more
technical/paraplanning
responsibilities, encouraging further financial services studies.
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Experience with Xplan or other financial planning CRM systems.
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Understanding of superannuation, investments, pensions and personal insurance.
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Experience with Centrelink and financial planning administration.
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#J-*****-Ljbffr

📌 Client Services Officer (Traralgon)
🏢 RGM Financial Planners
📍 Traralgon