Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm)
Strong organisational skills and time management skills
Previous experience in the financial planning field would be an advantage.
Be able to work unsupervised
Tasks & responsibilities
- Process applications for all new business
- Follow up and chase outstanding tasks
- Prepare and process documents for client appointments
- Prepare review documents and Record of Advice documents for clients
- Take client enquires and process requests
