Our client is a successful and well-established professional services firm that specializes in accounting and financial advice, located on Brisbane's city fringe.
An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and collaborative team, working alongside other CSOs, supporting a team of financial advisers.
Benefits:
- Comprehensive advice firm - be exposed to all areas of financial advice
- Social office environment with a family feel
- Work with senior financial advisers that are practiced at mentoring staff
- Future opportunities for career progression
- Stable workplace with excellent staff tenure
Tasks and Responsibilities:
- Provide full support to financial advisers in a team structure
- Handle compliance processes - OFA and annual agreements
- Full implementation of advice
- Managing the client database (Xplan)
- Complete investment portfolio reconciliations
- Manage projects - e.g. bulk client updates/communications
- Follow up with clients/product providers
- Ad-hoc administration duties and assist with client queries
- Liaise with offshore admin team
About You:
- 3+ years previous experience in a CSO/financial planning support position
- Relevant degree is favorable but not mandatory
- Experience using Xplan
- Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning
- Experience with FDS and fee agreement processes
- Experience completing implementation of advice
- Previous experience working with outsourced admin staff will be favorable
Salary is flexible depending on experience, circa $70,000 - $75,000 + super.
How to Apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann at
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
Client Services Officer - Financial Planning in Brisbane employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
