Client Services Officer / Adviser Support

工作内推

$60k - $70k + Super

截止日期2020-10-02

Bentley Recruitment

Brisbane

3年以上经验

本科以上

Full-time
Junior
Anonymous User

Anonymous

ben@bentleyrecruitment.com.au

工作内容

  • Be a point of contact for clients
  • Maintain client relationships
  • Provide full adviser support 
  • Maintain files and database records
  • Manage adviser diaries 
  • Perform all relevant administration tasks in accordance with Financial Planning
  • Arrange client appointments
  • Prepare forms and documents
  • Assist with client review preparation
  • Assist with FDS / Opt-in process
  • Implement SoA's from start to finish
  • Be proactive and diligent
  • Have the ability to work without supervision
  • Be prepared to take on more responsibility when you are ready

工作要求

  • Have 3+ years experience in a Client Services Officer 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
  • Have experience using/dealing with external wealth platforms and insurance providers

公司信息

公司介绍

Bentley Recruitment

email

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