At a Glance
- Tasks: Support Advisers in delivering exceptional client service and prepare meeting documentation.
- Company: Leading professional services practice in Wealth Management and Accounting.
- Benefits: Competitive salary, flexible work arrangements, and career development opportunities.
- Other info: Perfect for self-motivated individuals looking to make an impact.
- Why this job: Join a supportive team and grow your career in a dynamic environment.
- Qualifications: Experience in Financial Planning, strong communication skills, and a willingness to learn.
The predicted salary is between 58500 - 71500 $ per year.
International Search Partners – Canberra ACT
An exciting career opportunity is available for an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.
As a growing practice, the team is committed to delivering a professional, personalized service tailored to each client's needs.
This role offers an excellent opportunity to further develop your skills and build your career within a supportive, professional environment.
Working closely with the Advisers, you will play an integral role in supporting the team and providing exceptional client service across face-to-face meetings, email and telephone communication.
In this role, you will
- Support the Senior Advisers to ensure the delivery of advice is met within required deadlines.
- Prepare meeting documentation and reports for client meetings
- Assist in maintaining client data and records on CRM software.
- Prepare applications and assist with the implementation of advice
- Liaise with clients and key stakeholders to deliver positive outcomes.
- Assist the Advisers with research and technical strategy development
- Communicate effectively with Advisors, clients and the team
- Assist in the preparation of the So A and Ro A document in accordance with paraplanning.
The ideal applicant will have
- Previous experience within a similar position within a Financial Planning environment.
- Technical knowledge across Superannuation and Retirement planning and Investments.
- A solid work ethic, reliable and able to work autonomously.
- Working knowledge of Microsoft Office and ideally Xplan.
- Excellent communication and people skills, with the ability to prioritize and meet deadlines.
- Willingness to learn and be part of a great team culture.
- Tertiary qualification within a Financial Planning or Financial Services related field highly desirable.
If you are a self-motivated individual with initiative and relevant experience, we would love to hear from you.
This is an excellent opportunity to build a long-term career within a successful and growing practice.
A competitive and flexible remuneration package will be offered, along with hybrid work arrangement.
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Client Services Officer / Adviser Assistant in Canberra employer: International Search Partners
Join a well-established Financial Planning Practice in Canberra ACT, where your passion for financial planning will be nurtured in a supportive and progressive work environment. With a strong focus on employee growth, you will benefit from ongoing training and development opportunities while working alongside experienced professionals dedicated to delivering independent advice to clients. Enjoy a competitive income and the chance to make a meaningful impact in the lives of retirees and high net worth individuals.
Contact Details:
International Search Partners Recruitment Team
