AddressAbout Us:
Since our commencement in 2004, Continuum Financial Planners have been dedicated to delivering expert financial advice and wealth management solutions. We believe the cornerstone of effective service lies in our ability to listen, understand, and genuinely care for our clients. Our team is committed to working collaboratively to secure the best possible outcomes for those we serve. At Continuum Financial Planners, we are also deeply committed to continual self-improvement—constantly enhancing our skills, services, and internal processes to better meet our clients' diverse financial needs.
About the Role:
We're searching for a proactive and detail-oriented individual to join our team. In this critical role as a Client Services Officer at Continuum Financial Planners, you will be integral to maintaining and enhancing our client relationships through meticulous service delivery. The role focuses on providing ongoing services to clients, executing the financial strategies recommended to clients, maintaining client files in full compliance, and ensuring all client-related tasks are handled efficiently and effectively. This role is ideal for someone with keen attention to detail, a positive outlook, and aspirations to advance in the financial planning industry.
Key Responsibilities:
- Client Services: Prepare materials for client meetings, arrange appointments, and ensure timely management of all client communications and requests
- Strategy Implementation: Assist in implementing recommended financial strategies by preparing necessary documentation and ensuring accurate execution.
- Compliance: Maintain client files to ensure they are in full compliance with regulatory standards and managing records and documentation effectively.
- Operational Support: Monitor adviser schedules, managing email services, and ensuring all client engagements are prepared for and followed up on efficiently.
- Communication: Serve as a point of contact for clients, communicating their needs to advisers, and ensuring all service commitments are met.
Our Ideal Candidate:
- Education: Candidates with a degree in Financial Planning or a related discipline, or currently pursuing studies in these areas, will be given favourable consideration. Flexible work options around study commitments available if currently studying undergraduate degree in Financial Planning.
- Skills: Exceptional organisational, communication, and interpersonal abilities. You are adept at managing multiple priorities and demonstrate meticulous attention to detail.
- Attitude: A positive, team-oriented approach with a strong client focus and a commitment to personal and professional growth.
What We Offer:
- Experience: Candidates with experience in financial planning or related fields will be given favourable consideration
- Career Development: A competitive salary with opportunities for advancement and professional development within a supportive and growth-oriented environment.
- Flexibility: Benefit from staff flexibility options such as scheduled work-from-home days post-probation.
Apply Now:
If you believe you are the right person for this role and would like to join the Team at Continuum Financial Planners, please submit your resume along with a cover letter via SEEK.
