We are currently seeking a Client Services Officer for a well-established and respected firm in Geelong that prides itself on a collaborative, innovative, and supportive workplace with strong staff retention.

The business embraces a forward-thinking approach, focusing on continuous improvement and delivering integrated advice and solutions. The team culture values professionalism combined with a positive and engaging work environment.

The main purpose of the role is to provide efficient and proactive support to Financial Advisers, ensuring internal processes run smoothly and the team operates to the highest standards.

This role is diverse and dynamic. Some of your key responsibilities will include, but are not limited to:

Preparation of portfolio valuations including asset and liability schedules, performance calculations, and asset allocation

Liaising with Fund Managers, Superannuation Providers, Brokers, and other third parties to facilitate advice implementation and follow-up on transactions

Assisting with contribution calculations and financial directions management

Maintaining and optimising Xplan, including reviewing and updating processes and templates to ensure relevance and accuracy

Coordinating annual reviews and Financial Directions (FDs) / opt-in processes

Supporting initiatives aimed at improving processes, technology use, and operational efficiency

To be successful in this role, you will need:

Experience in a financial planning or advisory environment with a track record of delivering effective support

Strong organisational and communication skills with a proactive and solution-oriented mindset

Proficiency in technology, with Xplan experience considered an advantage

SMSF experience is highly desirable

Ability to work collaboratively within a team and adapt to evolving processes

In return, you will receive:

Opportunities for career progression including pathways to Paraplanning, Associate, or leadership roles within 2-4 years

A competitive salary package

A supportive work-life balance within a positive and professional team environment

For more information or to apply, please contact:
Kiera Brown
Director, FS Recruitment
[email protected]
0409 598 111