This business is a medium sized, privately-owned and self licensed Financial Planning Practice in Adelaide CBD Fringe. They pride themselves on offering specialist, tailored advice to individuals, family groups and SMSF Trustees. Many existing client relationships span more than 15 years, therefore the Client Services Officer role is vital in maintaining and nurturing these relationships.

This role is to provide effective, proactive and consistent support to Advisers, adding to team productivity. The responsibilities include, but are not limited to:

Assist Advisers with client management, including opening new accounts

Maintain client records to compliance standards and prepare files for review and discussion

Recording of file notes and being responsible for any action items from meetings

Answer incoming phone calls and managing client queries and needs.

Liaise with any external relationships (clients, accountants, lawyers etc) as required which will include the booking of client and other meetings and proactive diary management of the Adviser

Maintain and update regulatory documents as required, including Investor Certificates, Fee Disclosure Statements and Renewal Notices

Manage funds transfers, investment applications and redemptions using various platforms

To be successful in the role, you will need:

Proven experience in a financial planning business with a record of implementing strategies

Strong communication skills

Computer proficiency: platform and portfolio experience

Organised and proactive work approach, with the ability to manage multiple prioroties at any given time

If you are an experience CSO who loves what they do and relishes in supporting Advisors and Clients, this is the role for you!

This organisation is very well established and has a low number of clients, but a very high-touch service; quality over quantity. Only candidates with excellent communication skills and attention to detail should apply.

For a confidential discussion, please contact:

Kiera Brown

[email protected]

0409 598 111