Financial Planning Assistant
2 days ago
At Specsolutions, we are seeking an experienced Client Service Officer to join our thriving practice. The ideal candidate will have a strong background in financial planning and be able to provide exceptional support to our advice team.
We pride ourselves on delivering high-quality professional services to our clients. Our team has the knowledge and expertise to assist clients in managing their financial requirements and provide them with complete peace of mind.
The Role
You will be responsible for supporting the advice team with developing strategies that meet clients' individual objectives, financial situations, and needs. You'll assist in managing clients, complete implementation and research, write a range of strategies, and be the first point of contact for clients.
Key Responsibilities:
- Provide direct support to the Financial Advisers, including managing their workflow to ensure timely completion
- Liaising with key stakeholders, clients, and other external parties such as accountants and fund managers
- Accurately finalising and collating compliance and advice documents
- Preparation of ROAs and assisting with the preparation of SOAs
- Implementing recommendations and processing/following up documentation
- Building on relationships and rapport with clients
- Data entry and database management
- Follow up outstanding information with platforms and product providers
About You
To be considered for this role, you will require the following:
- At least 2-7 years experience in the financial planning sector as a Client Services Officer or Client Service Administrator role
- Diploma of Financial Planning or relevant tertiary qualification would be desirable but not necessary
- High level administration skills
- Good communication skills and ability to build rapport
- Strong attention to detail
- Knowledge of Microsoft Office suite of products is a must
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