Client Services Officer
Other cities in Australia
Bentley Recruitment
Type: Full-time
Level: Junior Level
Salary:
3 years ago
Deadline: 2020-12-17
Job Description
- Be a point of contact for clients
- Maintain client relationships
- Provide full adviser support
- Maintain files and database records (XPLAN)
- Manage adviser diaries
- Perform all relevant administration tasks in accordance with Financial Planning
- Assist with client review preparation
- Assist with FDS / Opt-in process
- Help to research clients accounts / policies.
- Assist with paraplanning submissions.
- Implement SoA's from start to finish
- Be proactive and diligent
- Have the ability to work without supervision
- Be open to taking on more responsibility when they're ready
Job Requirement
- Have 2+ years experience in an Adviser Support role within financial planning
- Have previous experience dealing with holistic advice (Super, Insurance, Investments etc)
- Be able to multitask
- Have a high attention to detail
- Be familiar with Statement's of Advice (SoA) and their implementation
- Have excellent phone/communication skills
- Ideally have XPLAN experience
Company Introduction
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