Client Financial Advisor

2 days ago

Adelaide, South Australia beBeeImplementation Full time $60,000 - $90,000
Position: Client Service Officer

The role of a Client Service Officer is to assist with the implementation of advice for clients.

Main Responsibilities:
  • Complete necessary paperwork to implement recommendations detailed in the Statement of Advice (SoA).
  • Prepare application forms, redemption/rollover forms, and other required documents.
  • Coordinate with clients to ensure smooth implementation of financial plans.
Key Requirements:
  • Paperwork management
  • Application preparation
  • Client coordination

This role offers an excellent opportunity to work with clients and make a real impact on their financial planning. If you have strong organizational skills and are able to multitask, this could be the perfect position for you.

Benefits:
  • A competitive salary
  • Ongoing training and development
  • A supportive team environment

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