Client Service Officer - Financial Planning

Client Service Officer  - Wangaratta / Wodonga

Rare opportunity with a progressive Self-Licensed Business 

Are you looking for a rewarding career in the financial services industry? Do you have a passion for providing excellent customer service and supporting financial planners? If so, Templeton Advice Group have an exciting opportunity for you! 

We are a leading Financial Planning firm that offers comprehensive and tailored advice to our clients. We are looking for a Client Service Officer to join our team and help us deliver exceptional service to our existing and prospective clients.  

Who are we and our History 

Templeton Advice Group is a self-licensed firm that has been providing a range of Financial Planning solutions for over 23 years to clients from all walks of life with a strong focus on wealth creation, retirement, Centrelink and estate planning.  

Our offices are located in Wangaratta, Wodonga and Benalla. 

We personalise the approach for each client, understanding that one size does not fit all. Our team provide values based advice and are passionate about understanding each client’s unique situation. 

The Opportunity 

We are looking for an experienced Client Service Officer to join our team. You may already be based in the North East Vic Region, or looking for a change of lifestyle and wanting to relocate. This is a Full time role. 

As a Client Service Officer, you will be responsible for: 

Managing client enquiries and requests via phone, email, and face-to-face 

Preparing and processing client documentation, such as applications, forms, and statements 

Maintaining and updating client records and files 

Scheduling and confirming client appointments and meetings 

Assisting financial planners with research, analysis, and compliance 

Liaising with internal and external stakeholders, such as product providers and regulators 

About you 

Previous experience in a Client Service role, preferably in the financial services industry 

Excellent communication, interpersonal, and organisational skills 

A high level of attention to detail and accuracy 

Be passionate about servicing clients 

Strong sense of collaborative work ethic and a client-centric approach 

A willingness to learn and grow with the firm  

A diploma or degree in finance, business, or a related field will be highly regarded 

Someone who is looking for a long-term option in their career would be highly regarded. Salary will be negotiated based on experience.  

Want to know more? 

For further information please email;

*********@templetonadvicegroup.com.au