Client Services Officer

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

本地公司
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We Accept

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地址

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

Disclaimer

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