Client Services Officer

An exciting opportunity for a Financial Planning Assistant to broaden their skill set Your new company Our client is a boutique Financial Planning firm based South of the River. They specialise in assisting high net worth individuals, families, business owners and retirees implement and manage their financial and investment goals. The team consists of a small number of staff that have formed an excellent working relationship, and due to internal promotion they are looking to bring someone on board who will fit in well to their cohesive environment. Your new role You will be responsible for the research and preparation of client financial information, and supporting the preparation of Statements of Advice. Alongside the preparation of SOA's, you will assist with the implementation of investment, superannuation and insurance applications, and follow up to ensure the execution accuracy is 100%. Additionally, you will be involved with the maintenance of client portfolios and personal information, and providing a high level of service to each and every client. What you'll need to succeed A minimum of 1 years' experience working in a Financial Planning practise Experience using XPLAN Strong attention to detail Excellent communication skills, both written and verbal Ability to produce business correspondence Highly competent with the Microsoft suite (Word, Excel, Outlook) Diploma of Financial Planning (preferred but not essential) What you'll get in return You will be provided with the opportunity to grow your existing Financial Planning skills and knowledge in a supportive and positive team environment. You'll be given autonomy to complete your tasks and the comfort of knowing that the firm you are working for is dedicated to best practice and providing superior service to their clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. 2167398
Accounting / Finance
Full Time

Perth Region

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