Client Services Officer / Adviser Support
Brisbane
Bentley Recruitment
Type: Full-time
Level: Junior Level
Salary:
4 years ago
Deadline: 2020-10-02
Job Description
- 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
Job Requirement
- 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
Company Introduction
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