Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work in Australia 2024 and Best Place to Work for Women 2024?

Invest Blue has an exciting opportunity to join us in Oran Park. We are seeking a full-time experienced Client Support Officer to work in the Oran Park office, joining the energetic team.

What we offer

When you join the Invest Blue family, you gain access to a multitude of benefits, including:

• A complimentary financial plan for your personal aspirations
• An opportunity to work 9 days a fortnight as a full-time team member.
• Upon completion of probation, your birthday as a day off to celebrate.
• Time off to volunteer for community initiatives or chosen charities.
• Participation in our annual “Celebrate the Wins” offsite conference and event, fully sponsored by Invest Blue.
• Continuous learning and development opportunities.

This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily. You’ll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.

About Us

Invest Blue is Australia’s trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives.

Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Invest Blue's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

At Invest Blue, we're not just dedicated to helping our clients live their best possible lives – we're equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it, "Clients do not come first. People come first. If you take care of your people, they will take care of the clients." You will find a very open and transparent culture, that you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career development.

About you:

• Motivated team player with great people skills.
• Outstanding communication skills, both written and verbal with a high attention to detail.
• Exceptional ability to keep track of multiple tasks, prioritise and deliver on set goals.
• Ability to work under pressure.
• Eager to learn and are willing, at times to unlearn.
• Brings fresh and innovative ideas to the table.
• Value a team culture.
• Has a positive can-do attitude.

Key role responsibilities:

• Provide exceptional client service to the clients of Invest Blue, through the provision of initial and ongoing support.
• Provide efficient, compliant, and accurate support and administration assistance to the financial advisers in the office to deliver an excellent client experience.
• Proactive interaction with clients and advisers to ensure all necessary information is up to date and current in client management database and in client account records.
• Work in progress reporting and task management.
• Proactive phone calls and client contact to ensure ongoing support services are delivered.

Desired Skills and Experience

• Previous experience in a Financial Planning business is highly desirable.
• Experience providing exceptional client service within a Financial Planning environment.
• Demonstrate an ability to build and maintain effective relationships with clients and stakeholders.
• Demonstrated ability to plan, prioritise and schedule work targets and activities with minimum supervision.
• Ability to work under pressure and within a well-defined compliance framework.
• Experience with using financial planning software (e.g., Salesforce).

Qualifications

• Desirable but not mandatory - Tertiary qualifications in business administration or financial services or a related discipline (completed or near completion)
• Standard background checks include but are not excluded to criminal history, bankruptcy, ASIC.

Remuneration package offered ranges between $65,000 -$75,000, inclusive of superannuation and leave loading, dependent on level of education and experience.

Next steps

Ready to embark on this exciting journey with us? Apply now, we are thrilled to hear from you.