Client Services Officer / Adviser Support

Bentley Recruitment
Type: Full-time
Bentley Recruitment
Level: Junior Level
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

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