Client Service Officer- Inner North Suburbs

4 weeks ago


Melbourne, Australia Five Recruitment Full time

Part Time or Full Time
- Great Team Culture/Flexible Working Environment
- $75K - $80K + Super

Our client is an extremely well established advice firm, located in the heart of the Inner Northern Suburbs. Running their own independent licence, the team has a new opening for a Client Services Officer to work closely with the Director of the company.

Responsibilities in this role 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
- Financial modelling of possible scenarios for various client positions

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 strong understanding of the financial planning process.
- 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.

This is a great role, and a fantastic opportunity to work close to home in the Inner Northern Suburbs for an experienced Client Services Officer. To find out more about this opportunity, please call
**Mark Fradkin** on


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