
Senior Financial Solutions Specialist
3 days ago
About the Position
Our organization is seeking a highly skilled and detail-oriented professional to fill the role of Client Services Manager. As a key member of our team, you will be responsible for providing exceptional support to financial advisers and business partners.
Key Responsibilities:
- Prepare comprehensive client packs, reports, and review documents
- Implement Statements of Advice (SOAs) and Regulatory Obligations (ROAs) accurately and efficiently
- Coordinate with product and insurance providers to ensure seamless service delivery
- Maintain proactive communication with clients and foster strong relationships
- Ensure timely submission of outstanding documentation and keep client records updated in CRM systems
- Liaise with paraplanners and advisers to optimize workflows and productivity
Requirements:
- Proven experience in client services, preferably in financial planning
- Strong understanding of financial planning processes and principles
- Proficiency in Xplan workflows and tasks
- Excellent attention to detail, time management, and prioritization skills
- Ability to thrive under pressure and work effectively in a fast-paced environment
About Our Organization/Culture:
We are a reputable company based in Queensland, committed to delivering innovative and long-term financial solutions with passion and empathy. We foster a positive, collaborative work environment, characterized by low staff turnover and a culture that values professional growth and work-life balance.
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