Exciting opportunities are available for Client Service Officers to join our team. We provide clients with a high level of service and personalised advice to help our clients achieve their goals, and the client service officer role is a key element to this.
n
Perks of working at Affinitas Financial Planning NQ:
n
n
- Flexibility to work from home (either part time or full time depending on your location)
n
- Study remuneration packages
n
- Work for a company that drives progress and success
n
- Work with industry leading advisers
n
- Opportunity to grow and develop within a progressive, growing and successful business
n
n
Working as a part of our service team you will be responsible for:
n
n
- Set up and maintain client files, enter fact-find data, and update financial planning software
n
- Assist with pre- and post-Statement of Advice (SOA) documentation and record-keeping
n
- Draft application forms, reports, meeting presentations, and preliminary product comparisons
n
- Manage submissions and track progress on applications, underwriting, and medical requirements
n
- Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required
n
- Maintain and update relevant systems and databases
n
- Manage client inquiries with sophistication, empathy and professionalism
n
- Liaise with providers
n
n
To be considered for this opportunity you require:
n
n
- High attention to detail
n
- Ability to adopt new systems and processes efficiently
n
- Ability to prioritise and organise tasks
n
- Strong computer and data management skills
n
- Experience in a similar role in financial services (preferred, not mandatory)
n
- Bachelor degree in related field or working towards this qualification (preferred, not mandatory)
n
- Determination to succeed, commitment to the business and an eagerness to learn
n