Implemenation - Client Services Officer
7 months ago
We are seeking a highly motivated and skilled Implementation Specialist/Client Services Officer to join our financial planning firm located in Sutherland.
In this role, you will be responsible for ensuring the smooth implementation and delivery of financial planning services to our clients. This is a great opportunity for someone looking to advance their career in the financial services industry.
Work alongside a friendly, professional team of advisers and become an integral part of the advice process.
**Responsibilities**:
- Work closely with clients to understand their financial planning needs and goals.
- Collaborate with financial planners and advisors to develop comprehensive financial plans for clients.
- Coordinate and manage the implementation of financial plans, including setting up accounts, transferring funds, and handling necessary paperwork.
- Provide excellent client service by responding to client inquiries, resolving issues, and maintaining strong relationships.
- Stay updated on industry regulations, compliance requirements, and best practices related to financial planning.
- Conduct research and analysis to support the development of financial plans and strategies.
- Collaborate with internal teams to streamline processes and enhance efficiency in service delivery.
- Participate in training programs and professional development activities to enhance knowledge and skills.
**Qualifications**:
- RG146/ DFP or a Financial Planning related degree is desired
- Minimum 12 months experience in a Practice
- Prior experience in the Financial Advice, implementation experience is essential
- Strong understanding of financial planning concepts, investment products, and retirement planning.
- Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
- Detail-oriented with strong organizational and problem-solving skills.
- Proficient in using financial planning software and tools.
- Knowledge of regulatory and compliance requirements in the financial services industry.
- Ability to work independently and collaborate effectively within a team.
**Benefits**:
- Competitive salary within the industry range.
- Opportunities for career advancement and professional growth.
- Supportive and collaborative work environment.
Application Process: If you are interested in this position and meet the qualifications, please submit your resume.
For a confidential discussion please call Jenny 0433 125 831
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