An exciting opportunity to join Liquidity Independent Advisers, has become available. Established in 2005, Liquidity Independent Advisers have been proudly delivering financial confidence & and service to our valued clients, helping them build their wealth & achieve their financial goals. We are seeking to appoint a Client Service Officer to our team.

Your position will work closely with our Financial Adviser/s, our clients & our external product providers.

Our ideal candidate is detail oriented, a team player, & is someone that is willing to go the extra mile to deliver exceptional client service.

As a Client Service Officer, your duties will be -

Preparation of documentation for client meetings & our Adviser/s.

To provide quality support to our Financial Adviser/s, by managing the client process from first contact, right through to the implementation stage & ongoing client support.

Communicate with our clients & financial institutions on a daily basis, in relation to queries via email, phone or in person.

Managing workflow of investment, super/pension & insurance applications (accurately prefilling, reviewing completed forms & following up implementation with providers).

Preparation of advice documents using our dedicated planning software.

Diary management.

Who are we looking for?

We are currently looking to fill this role part time. Initially 3 days a week with the potential to increase over time. Remuneration will be based on previous experience.

The successful candidate should have at least 2 year's experience in a similar role in the financial planning industry.

Excellent written & verbal communication skills.

Keen attention to detail & a commitment to providing high-quality work.

Strong interpersonal skills & personal presentation.

Strong administration & organisational skills, including use of client & task management systems.

A candidate that is technology savvy & has a willingness to learn, develop & adopt.

A candidate that is curious, friendly & engaging.