Financial Planning Client Service Officer/ Administrator
10/3/2016 – 85 views
Financial Planning Client Service Officer/ Administrator
*Career Client Service Officer with possibility to grow to a fully qualified financial adviser in time.
*Independent role with sole responsibility of whole back office
* Flexible family arrangements welcome to suit lifestyle.
Our company is one of the largest financial planning firm in the Midwest which is not institutional aligned. We are seeking an experienced FP Client Service Officer/Administrator to provide support to our principle planner
This is a great business, one with an amazing team culture and client/member focus. People like working here and many careers have been created and are flourishing.
The role requires the successful applicant to:
Provide general admin support to the principle adviser and directly to clients.
Work with planners to provide support and service to clients
Assist with the implementation of members financial plans
General administration and database management
Job Requirements:
To be successful in this role you require:
Genuine team spirit and a desire to assist clients and be part of the team
Be good in English and Maths.
An amazing eye for detail
The ability to work autonomously
Ideally you will have superannuation knowledge
Possibly, you have Midwinter experience
Previous experience in a like role.
A willingness to study Financial Planning
How to Apply:
This is a great role with a brilliant team. If this business sounds like one you would want to be part if as they undergo their growth journey, then please in the first instance, email your CV to micksteffan@yahoo.com or call 0466414321.
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