Finance Career Development Professional

18 hours ago


Brisbane, Queensland, Australia Fuse Recruitment Full time

**Unlock a Rewarding Finance Career at Fuse Recruitment**

We are seeking an experienced Client Service Officer or Paraplanner to join our team in Brisbane CBD. This is a fantastic opportunity for someone looking to advance their finance career and make a real impact on the lives of our clients.

The successful candidate will be responsible for providing technical and administrative support to our financial adviser, reviewing Statements of Advice (SOA's), Recording Of Advice (ROA's), and delivering advice to our clients. You will also engage with a range of clients, providing support and managing enquiries, while working closely with our offshore administration team.

To succeed in this role, you will need to have experience as a Client Service Officer or Paraplanner, with a thorough understanding of financial planning regulations and compliance. You will be client-focused, motivated to provide exceptional service, and able to work autonomously across a range of duties.

This is a permanent position with a competitive salary package, including attractive benefits such as career progression opportunities, flexible working arrangements, and exposure to a wide range of clients. Our team is passionate about delivering high-quality advice and making a difference in the lives of our clients.

About the Role:

  • Provide technical and administrative support to our financial adviser
  • Review SOA's, ROA's, and deliver advice to our clients
  • Engage with a range of clients, providing support and managing enquiries
  • Work closely with our offshore administration team
  • Foster strong relationships with clients and colleagues

About Us:

Fuse Recruitment specialises in recruitment for the insurance and wealth management industries. We pride ourselves on delivering high-quality candidates who meet the needs of our clients. If you're a finance professional looking for your next opportunity, we'd love to hear from you.

Key Requirements:

  • Experience as a Client Service Officer or Paraplanner
  • Thorough understanding of financial planning regulations and compliance
  • Client-focused and motivated to provide exceptional service
  • Able to work autonomously across a range of duties
  • Strong communication and customer service skills

Benefits:

  • Competitive salary package
  • Career progression opportunities
  • Flexible working arrangements
  • Exposure to a wide range of clients
  • Growth opportunities to further progress your finance career


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