Are you an experienced Client Service Officer looking to utilise your skills and make a difference in your role?
Join a wealth management firm located in Brisbane's inner suburbs, working with an experienced team that ensure their client's financial planning needs are being completely managed to give them peace of mind.
They pride themselves on servicing a range of clients, ensuring there are minimal barriers for clients to access financial advice, providing value at a feasible cost.
They're motivated to make a difference to the clients they work with and passionate about providing high quality advice.
Our client is seeking someone who can manage a range of tasks and duties, is accountable, reliable, and really takes ownership of the role, making this position their own.
Bringing a high level of technical expertise to the role, you will work closely with the Financial Adviser, be supported by a Client Service Officer as well as a strong administration team.
You will join a small, dynamic team, working collaboratively to contribute to the overall success of the team.
Given the nature of a small business, there is a diverse and rewarding range of duties undertaken in your role, this role is sure to keep you busy, engaged and continuously developing your skills.
Benefits to successful applicant: Attractive salary package as well as career progression in the role Permanent position, close to public transport, with flexible arrangements after initial period Exposure to a wide range of duties and clients Opportunity to work with experienced and friendly industry professionals Growth opportunities to further progress your finance career Collaborative and supportive working environment, a team-based culture Duties and responsibilities include: Provide technical and administrative support to a financial adviser Review of SOAs, ROAs, recording, implementing and delivering advice, as well as completing reports, modelling and compliance documents Engage with a range of clients, providing support and managing enquiries Work to deadlines with a high level of accuracy, attention to detail, and ability to prioritise Follow policies, processes and service standards to ensure legislative compliance is upheld, with a high attention to detail Using superannuation and insurance platforms We are looking for someone with: Experience as a Client Service Officer with knowledge across a range of strategies Thorough understanding of financial planning regulations and compliance, with a strong attention to detail Client focused and motivated to provide exceptional service and have a significant impact on the lives of our clients A self-starter and the ability to work autonomously and work across a range of duties Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude Enjoy being part of a team and contributing to a positive culture, as well as manage their role autonomously If you think this could be the role for you then please apply now!
Or, if you have any questions, please contact Renee Coyne on 0430 566 309.
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients.
If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
#SCR-renee-coyne #ChooseFuse Consultant ****** Reference number: BH-33412 Profession:Banking & Financial ServicesAccount & Relationship Management Banking & Financial ServicesAnalysis & Reporting Banking & Financial ServicesClient Services Banking & Financial ServicesCompliance & Risk Banking & Financial ServicesCorporate Finance & Investment Banking Banking & Financial ServicesFinancial Planning Banking & Financial ServicesFunds Management Banking & Financial ServicesOther Banking & Financial ServicesStockbroking & Trading Company: Fuse Recruitment Date posted: 21st Jan, 2025