Client Service Officer – Montara Wealth

An exciting opportunity exists to join a fast-growing financial planning business based in the Sydney’s CBD. Our company is experiencing some significant growth and is looking for a Client Services Officer to join our fun and dynamic team.

About the role:

Working closely with the Senior Financial Adviser and Paraplanner, the successful applicant will be a team player who wants to pursue a career in Financial Planning. This role will suit someone who is self-motivated, organised and has a strong eye for detail.

Typical duties will include:

• Provide admin support to the Paraplanner and Senior Financial Planner, including preparation and submission of application forms
• Work with the Financial Advisor & Paraplanner to construct the advice for clients
• Assist with the management of the offshore admin team on the preparation of SOA’s, ROA’s and reports for ongoing reviews
• Work with the team to ensure the company’s CRM and compliance are up to date

What’s in it for you?

A competitive salary structure will be offered to the right candidate. The remuneration package will be negotiable depending on your skill-set and previous work experience.

We are committed to continually working with our staff to progress their careers, so opportunities to progress into a Practice Manager or Servicing Advisor exists. Culture is big part of our company and the successful candidate will be working with a fun, passionate and dynamic team.

Some key attributes/requirements will be:

• Completed or currently studying a Diploma in FP/approved degree (preferred, but not essential)
• Excellent communication and customer service skills
• Experienced in excel/word/office
• Strong attention to detail and can display strong organisational skills

If you are looking for opportunity to join a fun and growing finance business with excellent remuneration and opportunities for progression, then please submit your cover letter and CV to David Hancock by Friday 4th April - [email protected].