Client Services – Financial Planning

2 weeks ago

East Perth, Western Australia Brahma Wealth Management Full time $70,000 per year

Client Services – Financial Planning

Full Time $70,000 per annum (depending on experience)

Brahma Wealth Management have been providing financial planning advice to Australian's for 25 years and we have built a strong reputation for delivering comprehensive advice and exceptional client service.

We are seeking a Client Services Officer to join our team in a full-time capacity.

This is an excellent opportunity to work within a highly regarded firm where you can build your technical and professional skills in the finance industry.

Key Responsibilities

  • Provide a high level of service to our Financial Planning clients

  • Support Financial Advisers in the delivery of high-quality, compliant advice

  • Prepare application forms, and implementation of financial strategies

  • Manage and maintain client files and records

  • Prepare for client review meetings

  • Perform general administrative duties as required

About You

We're looking for someone who is eager to learn and brings a positive energy to the team.

You will have:

  • Experience in the finance industry or have completed qualifications relating to; financial planning, superannuation, insurance, or investments

  • Strong administration skills and MS Office proficiency

  • Strong written and verbal communication skills

  • Great time management and organisational skills

  • A proactive approach to problem solving and a collaborative team approach

  • Experience with XPlan desired

What We Offer

  • Competitive salary package: $70K depending on experience or qualifications

  • Supportive team culture with a focus on collaboration and quality

  • Long-term career opportunity in a respected financial planning practice

  • Exposure to a wide range of client strategies and planning work

Ready to Join Us?

If you feel this job is the right fit for you, we'd love to hear from you.

Please send your resume to [email protected]

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