Financial Planning Assistant / Client Service Officer

Job Title: Financial Planning Assistant / Client Service Officer
Contract Type: Permanent
Location: Sydney
Start Date: ASAP
Reference: 2372560 - 21
Contact Name: Toby Walsh
Contact Email:
Job Published: February 16, 2018 15:02

Job Description

Successful well established boutique financial planning practice based in Southern Sydney seeks an experienced Financial Planning Assistant/Administrator to join the team.

About the role

Supporting and assisting the Financial Planner/Director, you will be required to:
  • Work closely with adviser to support client advice, implementation and review process
  • Diary Management and general office management 
  • Act as the first point of contact for all administration enquiries
  • Action client administration requests quickly and efficiently and follow up on missing documentation
  • Ensure all data is recorded accurately in all business systems
  • Liaising with new and existing client enquiries by phone and written correspondence
  • Liaising with clients to keep them informed of the status of strategy implementation 
  • Lodgement and completion of insurance and superannuation forms
  • Ensuring all administrative compliance requirements are met
  • Liaising with insurance underwriters and product issuers
  • Managing end to end client processes
The successful applicant will possess:
  • Previous experience in a Client service officer / Financial Planning Assistant role within Financial Services
  • Strong Microsoft skills and experience using financial planning software preferred
  • High attention to details, strong organisational and time management skills
  • Excellent written and verbal communication skills and people skills
  • Be able to work autonomously 
  • Willingness to assist and support internal and external stakeholders

Please click the "ÄPPLY" button to forward a copy of your resume to be reviewed  in strictest confidence.  Alternatively to find out more about this exciting and rewarding role please contact Toby Walsh on 0404971247.