This is a part time Client Service Officer position at Retirewell Financial Planning Pty Ltd, a respected, independent boutique financial planning firm in Brisbane's inner CBD. The role involves providing support to Senior Planners in delivering personalised financial planning services to a predominantly retiree client base. You will work 25 hours per week (9 am to 2 pm, Monday to Friday) in the office.
Key responsibilities
- Communicating and liaising with clients and potential clients
- Record keeping, including recording and storing communications with clients
- Develop and maintain strong client relationships
- Arranging client review meetings and preparing necessary documents and reports alongside the Client Service Manager
- Arranging new client and prospect meetings and preparing necessary documents alongside the Client Service Manager
- Welcoming clients and visitors to office
- Preparing documentation for Client Annual and/or Half-Yearly Reviews
- Processing information from Reviews – updating client information in XPlan and on client file; sending promised information and documents to clients
- Making appointments with clients to meet with the Senior Advisor for their Review
- Data entry and data updates in XPlan including IPS management
- Implementation of investment recommendations alongside Client Service Manager
- Preparing and sending documents for client signatures
- Assisting Client Service Manager with preparing relevant documents for clients including applications, withdrawal forms, in-specie transfer forms,
and Authority to Proceed forms
- Reviewing and submitting completed documents for processing to Macquarie, Services Australia, retail and industry super funds
- Processing buy and sell orders for directly-held shares for clients through Ausiex
- Office admin tasks, such as answering the phone and managing incoming and outgoing mail
About you
- Minimum 2+ years' experience in financial planning office/s
- Experience gained within a boutique financial planning practice is ideal
- Permanent resident or Australian citizen
- High attention to detail and strong problem solving skills
- High level of written and verbal communication skills
- Ability to manage time, prioritise tasks and work autonomously
- Friendly, collaborative approach when dealing with clients and other staff
- User proficiency in XPlan is necessary
- Experience with Macquarie Wrap would be a big advantage
- Strong computer literacy skills with ability to learn quickly
About us Retirewell Financial Planning Pty Ltd is a respected, successful, privately-owned, independent, boutique financial planning firm, with a modern spacious office in the inner CBD, opposite Brisbane City Hall in Adelaide Street, with easy public transport access. We have held our own Australian Financial Services Licence (AFSL) since 1995, as well as a Credit Licence. We use XPlan and Macquarie Wrap.
We have our own bespoke SMA Model portfolios on Macquarie Wrap. The firm is about to launch into an expansion phase.