Client Services Officer (Crows Nest NSW)

The Company

A boutique financial planning firm based in Crows Nest NSW. They provide comprehensive financial planning advice in all areas of personal, business and investment finance and wealth protection, including the specialised areas of investment, debt management, retirement planning, superannuation and aged care.

  • Mentoring from an experienced adviser
  • Practical on-the-job training
  • Sponsorship of further education related to position

Career opportunity in 2-4 years. Become a:

  • Office Manager
  • Technical Advice Specialist (Paraplanner)

The Role

Your focus will be supporting the Financial Planner in providing excellent client service and administrative support to them and their clients. Your major focus areas will include but are not limited to:

  • Administration & Compliance: Maintain CRM database and assist clients with general enquiries as well as uphold compliant procedures within the practice. Prepare appropriate paperwork and forms required for fact find and SOAs meetings
  • Strategy Research: Consider client situations and devise a plan strategy by navigating industry legislations and regulations. Evaluate and research individual client needs, investment strategies and risk profiles to assist the development of tailored strategies
  • Research & Product Comparison: Conduct market research for superannuation, insurance, retirement, and investment products; and compare product costs, features, and benefits
  • Write Statements of Advice: Develop a plan for the client which outlines the recommended strategies and products formulated in the advice
  • Implementation of Advice: prepare and lodge applications as well as follow up with superannuation funds and insurance providers

Skills, Experience and Qualifications

  • 1-2 years’ previous experience in a similar role
  • Experience with AdviceOS software preferred but not essential
  • A positive attitude and enthusiasm to learn new skills
  • Great teamwork and ability to build internal relationships
  • Excellent written and verbal communication skills and people skills
  • A high attention to detail
  • Strong organisational and time management skills
  • Able to work autonomously with minimal supervision
  • Strong computer and Microsoft Office experience