Financial Planning Professional

3 weeks ago


Brisbane, Queensland, Australia Fuse Recruitment Full time

Overview

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Fuse Recruitment is a specialist recruitment agency that sources and places professionals in the insurance and wealth management industries. We are currently seeking an experienced Client Services Officer or Paraplanner to join a dynamic financial advice firm located in the Brisbane CBD.

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About the Role

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This permanent position offers a competitive salary of AU$65,000 - AU$75,000 per annum, commensurate with experience. You will be working closely with a Financial Adviser and supporting a small, experienced team to deliver exceptional client service and high-quality financial planning advice.

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Key Responsibilities

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  • Provide technical and administrative support to a Financial Adviser">
  • Review and implement advice, completing reports, modelling, and compliance documents">
  • Engage with clients, providing support and managing enquiries">
  • Work to deadlines with accuracy and attention to detail">
  • Ensure legislative compliance is upheld">
  • Utilise superannuation and insurance platforms">
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Requirements

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  • Experience as a Client Service Officer or Paraplanner with knowledge across a range of strategies">
  • Strong understanding of financial planning regulations and compliance">
  • Client-focused attitude and ability to provide exceptional service">
  • Self-starter with autonomy to manage tasks and duties">
  • Excellent communication and customer service skills">
  • Team player with positive culture contributions">
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Benefits

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  • Attractive salary package and career progression opportunities">
  • Permanent position with flexible arrangements after initial period">
  • Exposure to diverse range of duties and clients">
  • Collaborative and supportive working environment">
  • Growth opportunities for finance professionals">
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About Fuse Recruitment

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We specialise in recruitment for the insurance and wealth management industries. If you're a motivated professional looking for your next opportunity, we'd love to hear from you.



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