Job Description
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.
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Key responsibilities
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Communicating and liaising with clients and potential clients
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Record keeping, including recording and storing communications with clients
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Develop and maintain strong client relationships
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Arranging client review meetings and preparing necessary documents and reports alongside the Client Service Manager
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Arranging new client and prospect meetings and preparing necessary documents alongside the Client Service Manager
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Welcoming clients and visitors to office
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Preparing documentation for Client Annual and/or Half-Yearly Reviews
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Processing information from Reviews – updating client information in XPlan and on client file; sending promised information and documents to clients
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Making appointments with clients to meet with the Senior Advisor for their Review
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Data entry and data updates in XPlan including IPS management
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Implementation of investment recommendations alongside Client Service Manager
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Preparing and sending documents for client signatures
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Assisting Client Service Manager with preparing relevant documents for clients including applications, withdrawal forms,
in-specie transfer forms, and Authority to Proceed forms
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Reviewing and submitting completed documents for processing to Macquarie, Services Australia, retail and industry super funds
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Processing buy and sell orders for directly-held shares for clients through Ausiex
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Office admin tasks, such as answering the phone and managing incoming and outgoing mail
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About you
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Minimum 2+ years' experience in financial planning office/s
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Experience gained within a boutique financial planning practice is ideal
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Permanent resident or Australian citizen
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High attention to detail and strong problem solving skills
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High level of written and verbal communication skills
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Ability to manage time, prioritise tasks and work autonomously
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Friendly, team-oriented approach when dealing with clients and other staff
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User proficiency in XPlan is necessary
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Experience with Macquarie Wrap would be a big advantage
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Strong computer literacy skills with ability to learn quickly
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About us
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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 ****, 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.