An exciting career opportunity is available for an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.
As a growing practice, the team is committed to delivering a professional, personalized service tailored to each client's needs. This role offers an excellent opportunity to further develop your skills and build your career within a supportive, professional environment.
Working closely with the Advisers, you will play an integral role in supporting the team and providing exceptional client service across face-to-face meetings, email and telephone communication.
In this role, you will:
- Support the Senior Advisers to ensure the delivery of advice is met within required deadlines.
- Prepare meeting documentation and reports for client meetings
- Assist in maintaining client data and records on CRM software.
- Prepare applications and assist with the implementation of advice
- Liaise with clients and key stakeholders to deliver positive outcomes.
- Assist the Advisers with research and technical strategy development
- Communicate effectively with Advisors, clients and the team
- Assist in the preparation of the SoA and RoA document in accordance with paraplanning.
The ideal applicant will have:
- Previous experience within a similar position within a Financial Planning setting.
- Technical knowledge across Superannuation and Retirement planning and Investments.
- A solid work ethic, reliable and able to work autonomously.
- Working knowledge of Microsoft Office and ideally Xplan.
- Excellent communication and people skills, with the ability to prioritize and meet deadlines.
- Willingness to learn and be part of a great team culture.
- Tertiary qualification within a Financial Planning or Financial Services related field highly desirable.
If you are a self-motivated individual with initiative and relevant experience, we would love to hear from you. This is an excellent opportunity to build a long-term career within a successful and growing practice. A competitive and adaptable remuneration package will be offered, along with hybrid work arrangement.