Client Services Officer/ Paraplanner

Notting Hill location

Use Risk Researcher and Wealth Solver for product comparisons

Produce ROA's

Work from home 1 day per week

Join this established and down to earth Financial Planning practice in a CSO/ Paraplanner capacity and contribute to helping clients achieve their financial goals and attain financial security. Established over 20 years ago, this firm focuses on understanding each client's unique financial situation, goals, and aspirations and are dedicated to delivering accurate, relevant, and beneficial advice tailored to their needs.

Core responsibilities will include (but are not limited to):

Answer incoming calls and queries

Liaise with clients

Prepare and lodge third-party information release forms

Communicate with various fund managers and industry entities

Prepare and lodge application forms, switches, policy alterations, and withdrawals, ensuring follow-up to completion

Assist in the preparation and delivery of client newsletters (electronic and hard copy)

Assist in arranging client functions and briefings

Prepare Wealth Solver and Risk researcher analysis

Ensure compliance with licensee standards

Prepare Client Service Agreement and platform Fee Authority Documents

Prepare Advice Documents as needed, including liaising with third-party/external paraplanners

Administer X-plan database as needed

To be considered, you have proven experience with the following skills and attributes:

Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)

Excellent verbal and written communication

Organised and able to meet deadlines

Continually update your ongoing qualifications to meet changes in regulations and legislation

Proven experience with Xplan software to include Wealthsolver and Risk Researcher applications

This is a new position which has been created due to substantial growth and is best suited to someone who enjoys working as part of a team in a supportive and dedicated office.

If you are intersted in this great opportunity, please apply now or contact:

Kiera Brown

Director, FS Recruitment

[email protected]

0409 598 111