This business is a small, privately-owned financial planning practice in Malvern. They are currently looking to appoint a Senior Client Services Officer to support their team in delivering specialist, tailored advice to individuals, family groups, SMSF trustees and endowment funds, with a focus on long-term client relationships and high-touch service.

This role is very diverse, with key responsibilities including, but not limited to:

Attending client appointments and presentations with the Senior Financial Planner (optional, depending on career aspirations)

Lodging applications for financial planning products

Maintaining and updating client information and correspondence

Assisting with insurance implementation and management

Coordinating annual reviews and preparing client files for advisor meetings

Drafting Statements of Advice requests and liaising with external paraplanners (optional, depending on career aspirations)

Responding to client enquiries regarding their portfolios

To be successful in this role, you should have:

Experience in a professional financial planning environment in a similar client services or associate role.

Strong attention to detail and organisational skills.

Excellent communication skills, both written and verbal.

Ability to manage multiple tasks and meet deadlines.

A client-centric approach with a focus on delivering high-quality service.

The practice values long-term client relationships and delivers highly personalised service. As an employer, they can offer:

Hybrid Work Model: Enjoy the flexibility of working from home on Mondays and Fridays.

Location: Work in Malvern, with easy access to public transport and local amenities.

Culture: Join a team that values long-term client relationships and personalised service.

Professional Growth: Opportunities for career development and progression within the firm.

For more information, please contact:

Kiera Brown

FS Recruitment Solutions

[email protected]

0409 598 111