About the company:

Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Townsville team.

This is the perfect opportunity for an experienced CSO who is looking to join a fast paced and growing business.

Benefits:

• Fun, social team culture
• Comprehensive onboarding and training provided
• Flexible daily start/finish times
• Half day every Friday - get an early start on your weekend!
• Future career progression on offer

Tasks and Responsibilities:

• Client Services Officer supporting financial advisers across holistic advice
• Handling inbound enquiries from clients
• Xplan database management - setting up new clients, updating client details, filing and documenting
• Implementation of advice post ROA/SOA
• Liaising with product providers such as super funds and insurers to gather information and reports on clients accounts
• Assist advisers to prepare for client meetings - generate reports and required documents

About you:

• 1+ year previous experience in a role supporting financial advisers
• Familiar with superannuation, insurance and investment advice/platforms
• Xplan experience
• Experienced implementing financial advice recommendations
• Excellent communication skills both written and verbal
• Able to prioritise tasks and work in a busy environment
• Interested in pursuing a career in the financial planning industry

Salary is flexible depending on experience, circa $70,000 + Super.

How to apply:

If you're interested please send your CV to Ben Sultmann at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs