Client Services Officer

Attention all financial planning enthusiasts with a knack for making compliance exciting and client service legendary! 

Picture this: you, surrounded by a team of dedicated and driven financial aficionados, all united by a common goal—to sprinkle financial magic and make clients’ dreams come true. Plutuss isn't just any financial planning firm; we are on a mission to revolutionize wealth-building strategies and on a serious growth path.

So, what do we value, you ask? Brace yourself for the ultimate checklist:

• Honesty, Integrity, and Transparency 
• Accountability and Excellence 
• Collaboration and Teamwork 
• Compassion and Respect 

But wait, there's more! What do you need to bring to the table? Buckle up, because it's quite the ride:

• A passion for client service that rivals a puppy's enthusiasm for treats
• Communication skills so smooth, they could charm the socks off a stockbroker.
• A thirst for knowledge that puts Hermione Granger to shame.
• The ability to juggle more tasks than a circus performer in a financial frenzy.
• At least 5 years of experience as a financial services virtuoso (think of yourself as the Gandalf of financial planning)
• Microsoft Office skills that would impress even Bill Gates
• A knack for thinking outside the box (because sometimes you need to think inside the piggy bank)
• Exposure to financial planning software (bonus points if you can turn DASH into a financial fairy godmother)

Now, what's in it for you? Prepare to be amazed by your future responsibilities:

• Lead the implementation process for client files, overseeing platform and insurance applications, investment execution, establishment of Self-Managed Super Funds, bank account setup, and preparation of requisite documents. 
• Meticulously prepare all documentation for client review meetings.
• Keep things running smoother than a buttered-up cheetah with strict adherence to processes, procedures, and workflow wizardry.
• Maintain responsibility for meeting all compliance requirements. 
• Foster collaboration with advisers and management to ensure an exceptional client experience. 
• Team up with paraplanning and admin wizards for seamless collaboration that would make even Sherlock and Watson proud.
• Provide comprehensive administrative support across various levels to address client, adviser, and overall business needs.
• Interface with platform providers and fund managers to expedite and accurately process client files. 
• Supervise and optimize the client ongoing services agreement review program. 
• Ensure continuous compliance with regulatory requirements at both client and business levels. 
• Generate comprehensive review reports for client meetings, encompassing investments and wealth protection. 
• Communicate professionally with the grace of a butler, the warmth of a favorite aunt, and the speed of a pizza delivery guy when reaching out to our valued clients.
• Assist in ad hoc projects as required.

In return, you will receive:

• Career progression opportunities (if you want it)
• Attractive salary and bonuses
• Good work life balance (because balance is our middle name)
• Fun & professional team
• Flexible working arrangements
• Time off on weekends (no..seriously)

So, if you're ready to dive into the world of financial planning with Plutuss, go on and hit the apply button. Your financial adventure awaits!

*Recruitment agents - Sorry! we won't be requiring your matchmaking services on this one.