Client Services Officer - Financial Planning

About the company:
Our client is a boutique Financial Planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Maroochydore team.
This is the perfect opportunity for an experienced CSO who is ready to step up in their career.
Benefits:

• Fun, social team culture
• Excellent training and progression provided
• Flexible daily start/finish times
• Half day every Friday - get an early start on your weekend!
• Professional Year on offer

The role:

• Client Services Officer supporting financial advisers across holistic advice
• Handling inbound enquiries from clients
• Xplan database management - setting up new clients, updating client details, filing and documenting
• Implementation of advice post ROA/SOA
• Liaising with product providers such as super funds and insurers to gather information and reports on clients accounts
• Assist advisers to prepare for client meetings - generate reports and required documents

About you:

• 1+ year previous experience in a role supporting financial advisers
• Familiar with superannuation and insurance products/platforms
• Xplan experience
• Experienced implementing financial advice recommendations
• Excellent communication skills both written and verbal
• Able to prioritise tasks and work in a busy environment
• Interested in pursuing a career in the Financial Planning industry

Salary is flexible depending on experience, circa $65,000 + Super.
How to apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs