Inspired Financial Advice – Townsville QLD We are seeking a highly motivated and detail-oriented Client Services Officer / Paraplanner to join our team at Inspired Financial Advice in Townsville, QLD 4810. This full-time or part-time role is an integral part of our financial planning and advisory services, providing exceptional client support and technical expertise.What you'll be doingProviding first-class client service and liaison, responding to enquiries and requests in a timely and professional mannerGathering and analysing client data to support the preparation of comprehensive financial plans and advice documentsAssisting financial advisers with the preparation of statements of advice, client presentations and other client-facing documentsMaintaining accurate client records and documentation, ensuring compliance with internal policies and regulatory requirementsCoordinating the implementation of financial strategies and products, liaising with third-party providers as requiredContributing to the continuous improvement of processes and systems to enhance client experience and operational efficiencyWhat we're looking forMinimum 2 years' experience in a similar client services or paraplanning role within the financial services industryStrong understanding of financial planning concepts, products and regulatory requirementsExcellent written and verbal communication skills, with the ability to explain complex financial information in a clear and concise mannerHighly organised and detail-oriented, with the ability to prioritise tasks and meet deadlinesProficient in the use of financial planning software and Microsoft Office suiteWhat we offerOngoing professional development and training opportunitiesFlexible work arrangements and a supportive team environment which includes the ability to work from home and our officeAbout usInspired Financial Advice is a leading financial planning firm dedicated to helping our clients achieve their financial goals. With a strong focus on personalised service and ethical advice, we pride ourselves on our commitment to client satisfaction and positive client outcomes. Join our growing team and be a part of our continued success.Apply now for this exciting opportunity!
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