Financial Planning Specialist

2 weeks ago

Brisbane, Queensland, Australia beBeeCustomer Full time $100,000 - $140,000
Client Services Opportunity

We are seeking a seasoned professional to fill the role of Client Services Manager in our Brisbane CBD office. This individual will be responsible for preparing client meeting packs, reports, and review documents.

Ongoing communication with clients is crucial to build strong relationships. Maintaining accurate client records and liaising with internal departments are also essential duties.

The successful candidate will have previous experience working as a Client Services Officer within a financial planning firm. A sound understanding of the financial planning process is necessary.

Key responsibilities include implementing advice documents, coordinating with external providers, and ensuring timely completion of tasks.

This position offers a competitive salary package, along with opportunities for professional development and a positive work culture.

Key Skills and Qualifications:
  • Previous experience in financial planning and customer service
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits Package:

This role includes a comprehensive benefits package, including a competitive salary, professional development opportunities, and a healthy work-life balance.

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