THL Finance Partners is a privately owned Financial Planning and Mortgage Broking business with more than 20 years of history delivering quality advice and services. Our business has innovated to address the need for holistic advice for clients at all stages in life, from young families and retirees to high-net-worth clients.

We are in an exciting growth phase after recent business transformation. This has been supported by our beliefs in making a difference, being individually accountable while working as a team and honouring the trust our clients place in us. If you're passionate about making a positive impact through financial planning, we invite you to be part of our journey in transforming lives.

Job role

We are looking for an additional Customer Service Officer to join our expanding team. We are seeking a passionate person with strong organisational and attention to detail skills, that brings a willingness to learn and positive can-do attitude. While prior financial services or industry experience is helpful, it is not essential, as we provide external education and on-the-job training.

In this role you will assist in the processing and completion of administrative tasks involved with the provision of financial advice. You will be supported by the existing team consisting of a Customer Service Officer, Customer Services Manager and Financial Planners who together will provide mentoring and training.

Key tasks & responsibilities

General administrative support to advisers and support staff.

File organisation for review meetings.

Undertake relevant research on super, pension, investment and insurance products.

Updating records for super and investment transactions.

Maintaining and updating client data within our CRM system (Xplan).

Management of inbound and outbound client correspondence.

Prepare paperwork/applications to implement financial planning strategies.

Reception-like duties such as arrange client meeting reminders, scanning, mail, phones, greeting clients.

Assist with ad hoc projects and other duties as required.

Work collaboratively as part of the overall team.

Qualifications & experience

A desire to learn and develop additional skills.

Positive and engaging outlook.

Attention to detail and ability to efficiently organise, prioritise and complete tasks.

Solid literacy and numeracy skills.

Possess exceptional customer service skills.

Excellent communication and interpersonal skills.

Strong problem-solving skills and ability to apply learning to new situations.

Proficient in the use of Microsoft suite applications (Word, Excel, Outlook).

Works well in a team but also shows initiative and confidence to manage tasks alone.

Willingness to undertake external training as required

Prior experience with Xplan advantageous

Benefits

Commitment to your career development (external education provided for new to industry applicants).

Experienced team to mentor you through education & training.

Options for flexible work arrangements after successful onboarding

Above award salary, tailored to your level of experience.

Share in the success of the business with team performance bonuses.

City fringe location in an accessible contemporary office filled with natural light.

Off street parking, shower amenities and bike racks provided.

Uniform (shirts) provided.

How to apply

If you are interested in this role and would like to join the THL Finance Partners team, please submit your resume and cover letter by clicking ‘Apply’ for this job.