Financial Planning Professional
3 weeks ago
Overview
">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.
">About the Role
">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.
">Key Responsibilities
">- ">
- 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">
Requirements
">- ">
- 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">
Benefits
">- ">
- 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">
About Fuse Recruitment
">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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