RGM Financial Planners Pty Ltd – Traralgon VIC
Working along side financial planners and assisting them helping clients achieve their goals.
Being client focused and passionate about exceptional service delivery.
Ability to work and solve problems autonomously.
Process oriented, organised and structured with attention to detail.
Excellent written and verbal communication skills are also essential to this role.
Can take ownership of a task rather than constantly needing to be told what to do next.
Experience with platforms such as North/MyNorth, Colonial First State etc,
Supportive and flexible team member.
Benefits and perks
- The position provides a great opportunity to develop friendships with existing staff and client dialogue.
- Flexible working conditions and RDO's
- Personal development is also an important part offered with the role.
Skills and experience
- A Certificate IV in Financial Services (Financial Advice) or similar would be highly regarded, but not essential.
- Experience in financial planning, banking, superannuation, insurance or professional services would be highly desirable.
- The role will eventually involve more technical/paraplanning responsibilities, encouraging further financial services studies.
- Experience with Xplan or other financial planning CRM systems.
- Understanding of superannuation, investments, pensions and personal insurance.
- Experience with Centrelink and financial planning administration.
Client Services Officer in Traralgon employer: RGM Financial Planners Pty Ltd
RGM Financial Planners is an exceptional employer located in Traralgon, offering a supportive and collaborative work environment that prioritises employee growth and work-life balance. With competitive salaries, monthly RDOs, and a friendly team culture, employees benefit from ongoing professional development and the opportunity to work alongside experienced advisers and accountants. This role not only allows for meaningful client interactions but also provides a strong foundation for career advancement within a well-established practice.
Contact Details:
RGM Financial Planners Pty Ltd Recruitment Team
