Client Service Specialist | Financial Planning

Our Client
Our client is a leading, well established national Financial Services organisation specializing in Financial Planning and Advisory services. They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.The Role
This is a developing role, that will emerge into a Financial Advisor position. You will be in a front facing Client Service role whilst also supporting a team of Advisors. Further you will be responsible for:

• Delivering a high level of service to Clients & Stakeholders
• On-boarding new Clients and assisting Advisors with client maintenance
• Perform general administrative duties
• Keep abreast of financial markets and industry trends
• Prepare and complete documentation for reporting

Skills & Experience

• Previous experience working in Banking or within Financial Services
• Completed Tertiary qualified in Economics, Commerce or similar would be highly regarded
• Salesforce & Xplan experience would be ideal

This is great opportunity to join a progressive and innovative organisation that provides support and development for your career to develop into a Planning or Advisor role. If you'd like to know more, reach out to Martin Turner or Karen Loutkovsky on 0409 763 379 or kloutkovsky@hotmail.com