Client Service
3 weeks ago
Are you an experienced Paraplanner or Client Service Officer looking to really utilise your skills and make a difference in your role?
Join a financial advice firm located in Brisbane CBD, with a small and experienced team that ensure their client’s financial planning needs are being completely managed to give them peace of mind. They pride themselves on servicing a range of clients, ensuring there are minimal barriers for clients to access financial advice, providing value at a feasible cost. They’re motivated to make a difference to the clients they work with and passionate about providing high quality advice.
Our client are seeking someone who can manage a range of tasks and duties, is accountable, reliable, and really takes ownership of the role, making this position their own. Bringing a high level of technical expertise to the role, you will work closely with the Financial Adviser, be supported by a Client Service Officer as well as an offshore administration team.
You will join a small, dynamic team, working collaboratively to contribute to the overall success of the team. Given the nature of a small business, there is a diverse and rewarding range of duties undertaken in your role, this role is sure to keep you busy, engaged and continuously developing your skills.
Benefits to successful applicant:
- Attractive salary package as well career progression in the role
- Permanent position, close to public transport, with flexibe arrangements after initial period
- Exposure to a wide range of duties and clients
- Opportunity to work with experienced and friendly industry professionals
- Growth opportunities to further progress your finance career
- Collaborative and supportive working environment, a team-based culture
Duties and responsibilities include:
- Provide technical and administrative support to a financial adviser
- Review of SOA's, ROA’s, recording, implementing and delivering advice, as well as completing reports, modelling and compliance documents
- Engage with a range of clients, providing support and managing enquiries
- Work to deadlines with a high level of accuracy, attention to detail, and ability to prioritise
- Follow policies, processes and service standards to ensure legislative compliance is upheld, with a high attention to detail
- Using superannuation and insurance platforms
We are looking for someone with:
- Experience as a Client Service Officer or Paraplanner with knowledge across a range of strategies
- Thorough understanding of financial planning regulations and compliance, with a strong attention to detail
- Client focused and motivated to provide exceptional service and have a significant impact on the lives of our clients
- A self-starter and the ability to work autonomously and work across a range of duties
- Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude
- Enjoy being part of a team and contributing to a positive culture, as well as manage their role autonomously
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role
#SCR-samuel-longfield
#ChooseFuse
Consultant
slongfield@fuserecruitment.com
Reference number: BH-32911
Profession:Banking & Financial ServicesAnalysis & Reporting
Banking & Financial ServicesClient Services
Banking & Financial ServicesCompliance & Risk
Banking & Financial ServicesCredit
Banking & Financial ServicesFinancial Planning
Banking & Financial ServicesFunds Management
Banking & Financial ServicesOther
Banking & Financial ServicesStockbroking & Trading
Company: Fuse Recruitment
Date posted: 22nd Nov, 2024
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