Great opportunity to join a successful National Financial Planning and Accounting Practice for their location in Canberra. With a reputable brand, the team are dedicated to providing comprehensive financial solutions and expert advice to their valued clients. As Client Services Officer / Associate you will play an important role in supporting the Financial Planners with their technical and client servicing tasks.

This is a diverse role which will include responding to client inquiries, preparing documentation for client meetings, completing and updating file notes and advice implementation. In addition, you will assist in researching and developing technical advice, liaise with product providers and key stakeholders, obtaining quotes from Insurers and Underwriters.

We are seeking a motivated individual with excellent communication and customer service skills who is well organized and able to work autonomously and independently.

You will have:

• Must have previous experience as a Client Services Officer or Associate Planner within a Financial Planning environment.
• Ideally completing a relevant Tertiary qualification or Graduate Financial Planner however not essential.
• Knowledge of Xplan Financial Planning software coupled with high proficiency with MS Office programs.
• Strong attention to detail with the ability to manage multiple tasks delivering to deadlines.
• Personable and enjoy working as part of a team.

This is a great long-term opportunity for an experienced Client Services Officer or Associate Planner who is client centric and enjoys working as part of a professional team achieving positive outcomes. The company will provide ongoing training and development helping you to achieve your career and personal goals.

For further information and confidential discussion please contact Shelly on 0413 957 089 or email your application to [email protected]