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Multiple Client Service Officer Roles
2 weeks ago
- Eastern & South-Eastern Suburbs
Responsibilities in the roles will include, but not be limited to:
- Client communication, including being involved in meetings, and follow up work.
- Research and preparation of strategy and advice
- Experience within the financial planning industry, preferably with a minimum of 2-3 years' experience in a similar role.
- A strong 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 of compliance 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.
Mark Fradkin on
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