Join Our Dynamic Financial Planning Team in Perth, Western Australia

Are you a highly motivated individual with a passion for finance and client service? Are you seeking an exciting opportunity to work with a well-established financial planning company? If so, we have the perfect position for you!

About Us: At our prominent financial planning company in Como, we boast a track record of excellence and an unwavering commitment to delivering exceptional financial advice and services. Our valued clients benefit from our strong relationships, and we take pride in our team's expertise and dedication to achieving their financial success.

Job Title: Associate/Client Services Officer

Position Overview: As an Associate/Client Services Officer, you will play a vital role in our company's success. You will be responsible for assisting our team of financial planners in providing exceptional service to our clients. This position is a fantastic opportunity for a candidate who has completed their university studies and is eager to launch their career in the financial planning industry.

Key Responsibilities:

Support financial planners in managing client portfolios and financial plans.

Assist in preparing financial reports, investment analyses, and presentations for clients.

Act as a point of contact for clients, addressing inquiries and providing excellent customer service.

Help maintain client databases and ensure accurate and up-to-date records.

Collaborate with the team to identify opportunities for business growth and client engagement.

Stay updated with industry trends, regulations, and best practices.

Requirements:

Completed university studies in finance, accounting, business, or a related field preferred, but not essential.

Strong interest in financial planning and investment management.

Exceptional interpersonal and communication skills to build strong client relationships.

High attention to detail and strong organizational abilities.

A positive and proactive attitude with a willingness to learn and grow in the financial services industry.

Must be able to pass a National Police Check.

Must have permanent Australian work rights or appropriate visa to work full-time.

What We Offer:

A dynamic and collaborative work environment with a supportive team.

Opportunities for career advancement and professional development.

Competitive salary and performance-based incentives.

Exposure to a diverse range of financial planning tasks and client interactions.

A chance to make a meaningful impact on our clients' financial success.

Join our team and take the first step towards a rewarding career in the financial planning industry. We look forward to welcoming the newest member of our team!