AddressNEW LISTING
Our Client is a well established and successful Financial Planning firm with a strong professional reputation offering a high performing, progressive team environment.
The Role
Working within a positive and autonomous environment leading the Client Services Team you will be responsible for ensuring the implementation of advice and ongoing administration of clients financial strategies and overall daily running of the office.
Duties & Responsibilities
• Support the finalisation of statements & records of advice
• Onboard new clients and maintenance of existing clients
• Implementation of advice documents
• Correspondence and reports
• Liaison with clients and 3rd party service providers
• Provide progress & completion updates to clients
• Ensure that work is being efficiently processed across the team
• Ensure compliance and upkeep of accurate data
• Maintain and build strong client relationships ensuring effective communication between clients and the business
Skills & Experience
• Minimum of 2 years Financial planning industry experience
• Ability to foster strong relationships in a fast paced environment
• Strong organisational, problem solving and leadership skills
• High attention to detail and deadline focused
• Organised with the ability to multi task across a wide range of responsibilities
• Sound understanding of the Financial Services Industry
Strong computer literacy is a must-have including Word and SharePoint, RG 146 would be highly regarded as would AdviserLogic.
Benefits
• Dee Why Location
• Competitive Remuneration
• Role offering Career Opportunities
• Perfect for a multi tasker who enjoys positive client interaction and likes to be challenged
• Office Based with flexibility to work 1 day per week from home
• Close to public transport and shops
To be successful you will have a positive, proactive and professional approach to your team and to clients!
If you feel you have the skills and ability please send your resume to *****@dclrecruitment.com.au or for more information please call Helen or Rachelle on 9905 3566
