Client Liaison Officer

Stride Financial Partners
Hawthorn East, VIC
A$75,000-$90,000 p/a + Performance Bonus
Administration & Office Support → Client & Sales Administration
Full-time
On-site

Posted 22 days ago


About Us:
We are a young, dynamic and rapidly growing financial planning business based in Melbourne. We are committed to delivering top-tier financial advice and exceptional service to our clients. With a fresh, collaborative approach, we're dedicated to ensuring the success of both our clients and our team. We’re looking for a motivated and skilled Client Liaison Officer to join our team and help us take our business to the next level.

Position Overview:
As a Client Liaison Officer, you will be a key player in the delivery and implementation of advice strategies, while managing client relationships alongside an adviser. Your role will involve ensuring smooth advice delivery through our process, compliance, and regulatory adherence, as well as offering support to the advisory team through administration and data entry. You’ll thrive in a collaborative environment and have the opportunity to grow with a fast-paced and innovative business. This role is primarily onsite however, for the right candidate we are open to flexible working arrangements.

Key Responsibilities:

  • Implementation of Advice Strategies: Work closely with the adviser to ensure the smooth execution of client financial strategies.
  • Client Relationship Management: Build and maintain strong, ongoing relationships with clients, acting as the main point of contact for any queries or support.
  • Administration & Documentation: Manage client documentation, ensure files are up-to-date, and prepare required paperwork for the implementation of financial strategies.
  • Collaborative Teamwork: Collaborate with advisers, paraplanners, and other team members to ensure the seamless operation of our advice delivery process.
  • Compliance & Regulatory Adherence: Ensure all processes are compliant with current financial regulations and industry standards, maintaining the integrity of our services.
  • Problem Solving: Proactively identify and resolve issues, ensuring a positive experience for both clients and the advisory team.

What are we looking for:

  • Experience: Previous experience within the financial planning industry, with an understanding of the advice process.
  • Technical Expertise: A solid understanding of the complete financial advice process, including a good working knowledge of superannuation regulations and compliance.

Communication Skills: Excellent written and verbal communication skills to manage relationships effectively.

  • Attention to Detail: High level of accuracy and attention to detail when handling documentation and client data.
  • Compliance Mindset: Strong understanding of compliance and regulatory requirements in the financial services industry.
  • A ‘Client First’ attitude: A client centric approach, with the ability to prioritize and manage clients’ needs.
  • Problem Solving: A proactive approach to resolving issues and ensuring clients’ needs are met.
  • Team Player: Ability to work effectively within a collaborative team environment.

Bonus points:

  • Experience with xPlan or similar financial planning software.
  • Knowledge of superannuation and insurance products and platforms.

Why Join Us?

  • Be part of a rapidly growing and innovative financial planning business.
  • Opportunity for career development and professional growth.
  • Attractive salary and benefits package, which includes subsidized parking, complimentary gym access, and free entry to networking events hosted by our shared workspace.
  • Collaborative, supportive, and team-oriented environment.

About Stride Financial Partners

Hawthorn East, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

More Jobs

Broker Support / Client Liaison Officer

Action Finance Mortgage Solutions

Mackay, QLD
A$80,000-$100,000 p/a
Full-time
On-site

Client Liaison Officer - New Home Builds

Gold Property Partners

Birtinya, QLD
A$65,000-$75,000 p/a
Full-time
On-site

Client Service Officer

CBM Facilities Group

Tamworth, NSW
A$65,000-$70,000 p/a
Full-time
On-site

Client Onboarding Officer

Support Management Solutions Pty Ltd T/as First2Care

Spring Hill, QLD
A$26.05-$28.89 p/h
Full-time
On-site

Client Liaison Coordinator

Aquatap Plumbing Pty Ltd

Tarneit, VIC
A$30-$32 p/h
Full-time
On-site

Client Services and Intake Officer

Canberra Community Law

Canberra, ACT
A$74,040.34-$77,797.17 p/a
Full-time
On-site

Browse Jobs

by State

by Classification