Client Service Officer / Financial Adviser Assistant X2

With offices situated in Perth CBD and Subiaco, our client is a highly regarded financial planning business that provides quality advice to their HNW clientele.

Their philosophy is all about putting their clients first and committing to their lifestyle goals through a structured process that provides long-term financial direction.

They focus on understanding their client's situations and providing tailored solutions to suit their individual needs.

The Role

Reporting to the Director, this role's primary responsibility is assisting clients and the financial advisory team.

This is a permanent full-time role and your responsibilities will include:

• Assisting in the provision of advice solutions to a range of clients
• Liaising with clients, fund managers and other third parties as required
• Preparing paperwork for the construction of the SOA's & ROA's
• Working with clients with SMSF, Super, Risk, Retirement
• Diary management
• Database management
• Other general administrative processes and procedures to assist planners and clients as required

About You

To be considered for this role, you are expected to have a passion for the financial planning industry.

You will also have the following:

• 2+ years experience working as a Client Services Officer
• You are a career Client Service Officer who loves to support a Planner
• Knowledge of Xplan would be an advantage
• High attention to detail
• Excellent communication skills
• Professional presentation and relationship-building skills.

Why Apply 

• Paid Bonuses 
• Career development opportunities
• Long-term job security with a trusted brand 

If you are interested in this opportunity and feel you could be a good fit, then we want to hear from you! Click the link to apply! 
 

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.

For a confidential discussion about the role please contact Stephen Carton on 0417 767 *** or email *******@advancerecruitmentpartners.com.au