Financial Advice Specialist

1 day ago


Gold Coast, Queensland, Australia beBeeClient Full time $80,000 - $90,000
Client Service Professional

This role is ideal for a seasoned client service or administration professional looking to advance their career in the Financial Advice sector.

  • A leading Financial Planning business seeks a skilled professional to provide high level service to clients and support the Financial Planner with client enquiries, reviews and advice implementation.

The primary goal of this position is to deliver exceptional client experiences and assist the Financial Planner/s in managing client relationships.

The key responsibilities of this role include:

  • Implementing Statements of Advice (SOA's) and Recommendations of Advice (ROA's)
  • Preparing and processing application forms
  • Maintaining accurate and up-to-date client information within the database
  • Administering and processing client documentation
  • Responding to client inquiries and resolving issues promptly
  • Scheduling and managing client appointments
  • Ensuring data integrity and adhering to risk and compliance obligations
Benefits

This opportunity offers a chance to work in a dynamic and expanding Financial Planning business. The successful candidate will have the opportunity to develop their skills and expertise in a supportive and collaborative environment.



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