Job Description

Join a growing financial planning team in Merimbula and play a key role in delivering exceptional client service. Financial Planning Assistant Client Services Officer Competitive Salary Merimbula, NSW | Full-Time | $75,000-$90,000 + Super n

Are you an experienced Client Services Officer looking for your next opportunity in financial planning?

What You will Be Doing: n

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- Supporting the adviser with day-to-day client service and administration
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- Preparing client files, forms, reports and documentation
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- Assisting with SOAs and ROAs
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- Managing the implementation of financial advice
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- Preparing and following up investment, superannuation, retirement and insurance applications
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- Maintaining accurate client information in XPLAN
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- Liaising with product providers and insurers
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- Following up outstanding applications and implementation requirements
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- Assisting with research and preparation of recommendations
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- Preparing reports and client meeting documents
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- Providing a high level of qualified and responsive client service
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What We are Looking For: nn
- Previous experience in financial planning administration or client services
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- Strong advice implementation experience
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- Experience using XPLAN
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- Excellent attention to detail and organisational skills
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- Strong communication and client service skills
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- Ability to manage multiple priorities
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- RG146 is advantageous
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What's On Offer: nn
- $75,000-$90,000 + super, depending on experience
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- Opportunity to grow within a supportive financial planning practice
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- Work closely with an experienced adviser and a professional team
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If you're ready for your next step in financial planning and want to be part of a great team in Merimbula, we would love to hear from you!

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