AddressI am currently working with a boutique financial planning firm in Toowoomba is seeking an enthusiastic Entry Level Paraplanner or Client Services Officer to join their dynamic team. This opportunity is perfect for individuals looking to start their career in the financial planning industry or make a massive leap early on!
Offering flexible working arrangements to ensure a healthy work-life balance.
About the Company:
This boutique financial planning firm prides itself on delivering personalized and comprehensive financial advice to its valued clients. The firm is committed to providing exceptional service and fostering long-term relationships based on trust and integrity. They support the growth and development of their employees, offering a collaborative and supportive team environment.
The Role:
The successful candidate will play a crucial role in supporting the financial advisers and ensuring the smooth operation of the office. Primary responsibilities include:
- Assisting with the preparation of financial plans and reports
- Conducting research and analysis to support financial advice
- Liaising with clients and responding to their inquiries
- Maintaining accurate and up-to-date client records
- Providing administrative support to the team as required
- Managing client appointments and scheduling
The firm is seeking a motivated and detail-oriented individual eager to learn and grow within the financial planning industry. While no prior experience is required, previous experience as a CSO will be highly regarded. The ideal candidate will possess:
- Excellent communication and interpersonal skills
- Strong organizational and time management abilities
- A high level of accuracy and attention to detail
- Proficiency in Microsoft Office Suite
- A proactive and positive attitude
- A willingness to embrace flexible working arrangements
- Competitive remuneration package
- Flexible work location and working hours to suit your lifestyle
- Opportunities for professional growth and career development
- A supportive and collaborative team environment
- Training and mentorship from experienced financial advisers
- The chance to work with a diverse range of clients and financial scenarios
This is a fantastic opportunity to start a rewarding career in financial planning with a firm that values its team members and promotes a positive work environment. Apply now to join this boutique financial planning firm and make a significant impact in the lives of their clients. If your have any questions please feel free to reach out to Jasper on **********@Andersenpartnership.com
