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Financial Planning Support Professional

3 weeks ago

Canberra, ACT, Australia beBeeClient Full time $70,000 - $80,000
Job Overview

We are seeking a highly skilled and experienced Client Service Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional service and support to our Financial Planners.


Key Responsibilities:
  • Provide client-centric service and support to ensure seamless relationships with financial planners
  • Implement effective client strategies and solutions to address their needs
  • Prepare and manage application forms and comprehensive financial plans
  • Maintain and update client information in our database
  • Manage the administration and processing of client documents
  • Coordinate and schedule client appointments efficiently

Requirements:

Our ideal candidate will have a minimum of one year's experience in a similar role and possess strong interpersonal and communication skills. They will also have proficiency in using XPlan and be willing to learn and grow with our organization.

The following skills and attributes will be highly regarded:

  • Experience or proficiency in using XPlan is preferred
  • Possession of a degree is preferred
  • Strong desire for continuous learning and personal growth
  • Dedication and passion for pursuing a career in financial planning
  • Positive and enthusiastic demeanour
  • Experience in delivering high-quality client service
  • Outstanding written and verbal communication abilities
  • A 'can-do' attitude with the ability to learn fast, take ownership, and work both independently and as part of a team
  • Well-organised with meticulous attention to detail
  • Capable of managing multiple tasks and deliver to deadlines
  • An adaptable and flexible nature
  • Possession of strong problem-solving ability

Benefits

You will have the opportunity to learn from experienced advisers, gain valuable experience and insights to develop and accelerate your professional development in the financial planning industry.

Our organization offers a supportive environment with training and advancement opportunities within our national framework.