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Financial Services Professional

2 months ago

Eastern Heights, Queensland, Australia Fuse Recruitment Full time
{"title": "Financial Planner Role", "description": "Join Our Team as a Financial Planner

We are seeking an experienced Client Services Officer to join our team as a Financial Planner. As a key member of our team, you will be responsible for providing high levels of customer service, acting as the contact point for new and existing clients, and providing administrative support to your team.

Key Responsibilities:

  • Provide exceptional customer service and act as the primary point of contact for clients
  • Support the team with administrative tasks, including fact finds, client meetings, and implementation
  • Facilitate client advice implementation and ensure compliance with regulatory requirements
  • Manage communications between stakeholders, including product providers and insurers
  • Ensure legislative compliance and maintain high attention to detail

Requirements:

  • Working experience as a Client Services Officer supporting Financial Advisers
  • Outstanding organisation, communication, and interpersonal skills
  • A desire to learn and grow with a growth mindset
  • A self-motivated individual who can work autonomously and collaboratively within a team
  • Strong communication and customer service skills, with professional verbal and written etiquette

About Us:

Fuse Recruitment is a specialist recruitment agency for the insurance and wealth management industries. We are passionate about connecting talented professionals with exciting career opportunities.

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