About us:

Essential Wealth and Retirement is part of a growing multi-award winning boutique financial planning firm, with the goal of helping everyday families achieve financial success through professional guidance and support, we are focused on helping our clients build a brighter financial future in a way that is right for them. Every member of the Essential Wealth and Retirement team is dedicated to working together to achieve the best outcome for our clients, whilst continuously striving to improve ourselves and the service we deliver. And that’s all while making time in our busy calendar for team building and social events.

About the Role:

We are on the hunt for a driven and enthusiastic Client Service Officer to join our fast-paced team. In this role, you will be working closely with the Adviser team, clients and other stakeholders to manage the implementation of the strategies documented in Statements of Advice. This role is an attractive opportunity for a candidate with excellent attention to detail, a positive attitude and prior experience in the finance industry wanting to expand their skill set.

Key Responsibilities:

Prepare accurate documentation for upcoming Statement of Advice meetings.

Managing the ongoing implementation of the strategies documented in Statements of Advice.

Provide a high level of support to clients ensuring our customer service standards are met.

These can include (but are not limited to):

Preparing SoA documents and required forms for implementation meetings

Managing insurance applications and the underwriting process

Lodging required forms with product providers and ensuring completion as per recommendations

Liaising with clients, keeping them up to date with the implementation process and any ongoing requirements

Liaising with mortgage brokers & property specialists

Completing withdrawals

Other ad hoc administration tasks

Ensure all compliance needs are met with a high standard and in a timely manner

Maintain exceptional, concise communication with clients throughout the processes

Think laterally to ensure best practice is carried out to grow and improve the business processes

Positively contribute to team huddles and meetings demonstrating a collaborative team attitude

Our Ideal Candidate Will Have:

An interest in a career in a growing Financial Planning firm

Industry experience is welcomed but not required

Experience using XPlan or other similar software (preferable)

Excellent organisational, communication and interpersonal skills.

Demonstrate a proven ability manage a high volume and fast paced environment

Excellent presentation and a polite, professional manner

Proven strong attention to detail

Proven ability to work both in a team and autonomously

A driven focus on process improvements and achieving set projects outside of your daily responsibilities

Benefits

A fun, fast-paced, and open-minded team that values ongoing training and coaching.

Support from a team of experienced professionals.

Regular team building and social events.

As a boutique business, we want to help our team members achieve their full potential. This is what we offer in return:

A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training. Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.

If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter. Please note cover letter is a must if we are to assess your application.