AddressBFG Financial Services is a leading financial advice and accounting practice located in Macquarie Park. Our core business is the provision of independent personal financial advice on a ‘fee for service’ basis.
We are seeking a client focused individual to join our team on a full time basis to achieve client outcomes.
This role is in office only and would be a great fit for someone looking to commence their career in Financial Planning.
Experience in a client service or support role in the financial services industry is preferred.
What we offer:
- Exposure to both client service (CSO) and junior paraplanning responsibilities to develop your skillset.
- The ability to develop your financial advice skillset in a supportive learning environment working closely with experienced advisers and directors.
- Mentoring and support for your professional development.
Key role responsibilities would include:
- Assisting Advisers to prepare for client reviews.
- General administration and maintaining our IRESS Xplan client database within a paperless office.
- Preparation and implementation of client advice documents (Statements/Records of Advice).
- Providing ongoing support to Advisers and Directors.
- Working with superannuation funds, investment platforms, fund managers and stockbroking firms to deliver outcomes for our clients.
- Professionally handling client enquiries to maintain our strong relationships and high-quality service.
- Completing tasks/activities in a variety of complex and interesting areas.
- Working alongside our advisers to implement financial plans.
- Assisting our advisers in providing high quality advice to our clients.
The successful candidate must have:
- Attention to detail.
- A polite manner and client service focus.
- Excellent communication skills, both verbal and written.
- Good time management skills and be well organised.
- A natural approach to use initiative whilst working unsupervised.
- Self-motivation and a passion for learning.
