Elements Financial Planning is a boutique financial planning firm based in Maroochydore. We're a small, close-knit team that works hard, supports one another, and genuinely enjoys what we do. We value initiative, accountability, and delivering exceptional outcomes for our clients. Our office has a relaxed, supportive culture with no micromanagement, giving our team the autonomy to do their best work.
About the Role
We are looking for a proactive Client Services Officer to join our growing team. We currently support 200 client groups, and this role is central to helping us deliver exceptional service. The successful applicant will work closely with our advisers and Client Services Manager, assisting with the ongoing servicing of our clients while ensuring the smooth day-to-day administration of our practice.
Key Responsibilities
Prepare review meeting documentation and client files for advisers
Implement financial advice recommendations for ongoing clients
Prepare and manage superannuation, investment and insurance applications
Liaise with product providers, insurers, super funds and other external stakeholders
Schedule client meetings and manage ongoing client follow-up
Communicate with clients via phone and email, providing a high level of service
Conduct research and obtain accurate information to support the paraplanning team
Maintain accurate client records and ensure compliance requirements are met
Assist with ongoing business administration and process improvements
What We're Looking For
Minimum 2 years' experience in a Client Services Officer role within a financial planning practice
Robust understanding of the financial planning advice process
Ability to work autonomously and complete tasks with minimal supervision
Proactive attitude and willingness to take initiative when solving problems and learning current processes
Excellent organisational skills and attention to detail
Strong written and verbal communication skills
A qualified, client-focused approach
What We Offer
Competitive salary based on experience
Supportive and collaborative team environmentEarly finish at 4:00pm every Friday
Career progression opportunities within a growing business
A relaxed workplace culture with autonomy and trust
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