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1 week ago
Job Title: Client Service Administrator
Service Delivery Specialist RoleWe are seeking a highly skilled and experienced Service Delivery Specialist to join our client's successful award-winning Financial Planning firm.
The ideal candidate will have excellent communication skills, the ability to build strong connections with clients, and good problem-solving and analytical skills. They will be responsible for providing exceptional levels of service to clients, supporting senior leadership and financial planners, and developing high-quality advice documents tailored to client needs.
Key Responsibilities:
- Provide front of house and reception duties
- Support senior leadership and financial planners as the first point of contact for clients
- Develop and construct quality and compliant advice documents
- Provide administrative support to financial planners
- Support in implementing advice and managing the client base
Requirements:
- Excellent communication skills
- Good problem-solving and analytical skills
- Polished, professional attitude
- Competence in financial planning strategies and industry regulations
- Experience using X-PLAN software
Our organization offers an excellent culture, supportive work environment, competitive salary package, and ongoing career development opportunities.
Benefits include:
- Early Friday finish
- Regular lunches and dinners out
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