Client Services Officer

Other cities in Australia
Bentley Recruitment
Type: Full-time
Bentley Recruitment
Level: Junior Level
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


We Accept



Level 10b, 144 Edward Street, Brisbane CBD(Headquarter)
Level 8, 11 York st, Wynyard, Sydney CBD
Business Hub, 155 Waymouth St, Adelaide SA 5000



JR Academy acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present. Aboriginal and Torres Strait Islander peoples should be aware that this website may contain images or names of people who have since passed away.

© 2017-2024 JR Academy Pty Ltd. All rights reserved.

ABN 26621887572