This is an ideal opportunity to work for a premier financial planning business in the Northern Suburbs. Odyssey Financial Services is a boutique financial services company, who has a reputation for providing comprehensive financial advice and exceptional services to clients.

We are looking for a full time, experienced person to work as a Relationship Manager with our clients. The role offers a challenging opportunity to understand and implement financial strategies to benefit our clients.

The role will have the following responsibilities within the business:

Providing a high level of service to Financial Planning clients

Providing support to the Financial Advisers in their delivery of high-quality advice

Preparation of advice related documentation and application forms

Submit and follow to completion applications related to financial plan implementation

Client file management

Handling incoming client queries

Handling Social security queries

Preparation of client reviews

General administration duties as required

The successful candidate will have the following skills and experience:

Insurance and superannuation experience

Previous administration experience

Great MS office skills

Enthusiasm & a positive work ethic

Excellent time management skills

Ability to forward think and use initiative

Excellent written and verbal communication skills

Experience with Xplan software

We are looking for someone who has financial planning, superannuation, insurance and/or investment background with a minimum of 3-5 years’ experience. A generous remuneration package from $75k + is offered and is negotiable dependent on age and experience.

Financial planning study would advantageous.

Our firm highly values a positive work environment and working together as a team. It is therefore essential that the successful candidate has a genuine desire to help out their fellow colleagues when needed, in order to provide the highest level of service and support. A positive, can-do attitude is non-negotiable as well as the ability to work within systems and processes pivotal to the role.

If you are passionate about customer service and looking for a long term career, please email your resume to [email protected].