Client Service Officer - Fantastic opportunity

Our client is a multi-disciplined accounting and financial planning, extremely well established, located in the heart of Ballarat. Running their own independent licence, their advisory team has a recent opening for a Client Services Officer to work with and support the senior advisors.

Responsibilities in this role will include, but not be limited to:

- Implementation tasks, including superannuation rollovers, insurance applications, managed fund investments and direct share purchases.
- Client communication, including being involved in meetings, and follow up work.
- Research and preparation of strategy and advice

To be considered for this opportunity, you will need to be able to demonstrate:

- Experience within the financial planning industry,



preferably with a minimum of 2-3 years' experience in a similar role.
- A robust understanding of the financial planning process.
- Experience with X plan and competency in the Microsoft suite of products.
- Working knowledge of direct equities, managed investments, insurance and superannuation, and deep understanding ofcompliance frameworks and regulations.

Accreditation in RG146 will be very positively looked upon, as will strong attention to detail, a high work ethic and the ability to work well within a high performing team.

This is a great role, and a fantastic opportunity to work close to home in Ballarat for an experienced Client Services Officer.

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📌 Client Service Officer (Ballarat)
🏢 Five Recruitment
📍 Ballarat