Client Services - Implementation Specialist

Scott Wealth is 8 years old and has a reputation many strive for. We love our clients and our clients love us.

Based in our Fortitude Valley office, we are looking to continue to build a team of professionals who excel in their respective roles, think outside the box, and support each other to grow and continuously deliver excellent client experiences.

We assist our clients to Plan, Nurture and Achieve and believe their success is our success.

Similarly, we believe in applying the same philosophy within our team. We want our staff to succeed. We want our staff to be ambitious, and we want them to follow the advice we give our own clients. Having the ability to resonate with clients is a key factor.

We are looking for a positive, fast paced and change focused individual.

We will work with you to develop a career plan that’s tailored to your interests and provides you with the support you need to be your best

Check out our careers page! www.scottwealth.com.au/careers

What can you expect?

• A fun, collaborative, and engaging environment in which to achieve success, together
• Investment in your professional development and education
• Easily accessible Fortitude Valley location - within the train station, with market leading facilities, equipment, and an all-important coffee machine!
• 1pm finish on Fridays - head for a drink, catch up on the housework or beat the traffic and head to the beach for the weekend.
• Flexible working policy - we understand everyone’s circumstances are different and we aim to accommodate your needs whilst ensuring our clients receive an excellent experience. We operate a hybrid arrangement with 2 days WFH.
• Regular social events including an annual team retreat - let’s take some time out to celebrate our successes and kick back and relax
• Birthday leave - we love Birthdays and love giving our team the day off, for you to celebrate in style
• Extra Annual Leave - you are rewarded for your loyalty and hard work. Our will team enjoy an additional week of annual leave on us upon reaching 5 years of tenure

What are we looking for?

· Great knowledge and understanding of the financial planning process

· Strong implementation experience is a must

· Passionate about providing excellent service

· Advanced Xplan is a must

· Strong communication skills

· Flexible and professional attitude

What will the role entail?

· Implementation of holistic advice – this is key for success in the role and is the primary focus

· Proactively following up documentation from clients, advisers and third-party providers

· Managing new and ongoing client relationships with regards to client services

· Assisting advisers in organising and preparing for meetings

· Management of ongoing tasks through XPlan

· General office duties such as printing, scanning, greeting clients

· Other duties as required