Client Services Officer (CSO)

Merimbula, NSW | Full-Time | $75,000-$90,000 + Super
 
Are you an experienced Client Services Officer looking for your next opportunity in financial planning?
 
We're looking for a motivated and detail-oriented professional to join a growing financial planning practice in Merimbula. This is a great opportunity to work closely with an experienced adviser and play an important role in delivering a high level of service to clients.
 
What You'll Be Doing:

• Supporting the adviser with day-to-day client service and administration
• Preparing client files, forms, reports and documentation
• Assisting with SOAs and ROAs
• Managing the implementation of financial advice
• Preparing and following up investment, superannuation, retirement and insurance applications
• Maintaining accurate client information in XPLAN
• Assisting with XPLAN and Xtools+ cash flow modelling
• Liaising with product providers and insurers
• Following up outstanding applications and implementation requirements
• Assisting with research and preparation of recommendations
• Preparing reports and client meeting documents
• Providing a high level of professional and responsive client service

What We're Looking For:

• Previous experience in financial planning administration or client services
• Strong advice implementation experience
• Experience using XPLAN
• Excellent attention to detail and organisational skills
• Strong communication and client service skills
• Ability to manage multiple priorities
• RG146 is advantageous

What's On Offer:

• $75,000-$90,000 + super, depending on experience
• Opportunity to grow within a supportive financial planning practice
• Work closely with an experienced adviser and a professional team

If you're ready for your next step in financial planning and want to be part of a great team in Merimbula, we'd love to hear from you!
 
For a confidential discussion, apply now or email your resume to [email protected]