Client Service Officer - Financial Advice Professional

Job Title:Client Service Officer - Administration

Minimum of 6 Months + Experience working in Finance Advice Firm with financial advisers

Location: North Sydney

Salary - 70,000 - 85,000 + Super (Depending on years of experience)

Criteria: *Permanent Australian Status - Must be living in Sydney Australia*

About Us: Our client is a leading Financial Planning firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to excellence, innovation, and client satisfaction, we have built a reputation for providing tailored Financial Advice and solutions. Our team of experienced professionals is looking for a motivated Graduate to join our North Sydney office.

Position Overview: As a Client Service Officer/ Advice Admin, you will have the opportunity to jumpstart your career in the dynamic world of Financial Advice. You will work closely with our senior advisers to learn the ropes, gain hands-on experience, and develop the skills necessary to provide top-notch Financial Advice to our clients. This role offers a unique chance to grow within the organisation, making it an ideal starting point a Client Service Officer / advice administrator professional.

If you are a more experienced Client Services Manager (Financial Advice) we would welcome your application.

Key Responsibilities:

• Collaborate with senior advisers to understand client financial goals and objectives.
• Meet and greet clients, assist with documentation and packs.
• Assist in conducting comprehensive financial assessments and analyses.
• Support in the development of tailored financial strategies and investment portfolios.
• Research and stay up to date on financial markets, products, and industry trends.
• Provide exceptional customer service and build strong client relationships.

Qualifications:

• Desirable but not essential - Bachelor’s degree in financial planning
• RG146 qualifications
• MUST HAVE experience working within a financial planning practice alongside financial planners.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Eagerness to learn and adapt to a fast-paced, ever-changing industry.
• Ability to work collaboratively in a team environment.
• Basic knowledge of financial tools and software is a plus.

What We Offer:

• A solid salary package - Min 6-12 months experience ++
• Exposure to a wide range of financial products and services.
• Career growth opportunities
• A supportive and inclusive workplace culture.
• The chance to make a meaningful impact on clients' financial success.

Only short-listed candidates will be contacted.

You must have Financial Planning experience /qualifications, be available to work full time in a permanent position in North Sydney.

This is an office-based role. Candidates must have full working rights in Australia (PR).

jenny@advancerecruitmentpartners.com.au

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW. Alternatively, contact Jenny Craig on for a confidential discussion or email your resume in a word format to jenny@advancerecruitmentpartners.com.au