Graduate Client Services Officer / ParaplannerHJC Accountants & Financial Advisers are a boutique Geelong-based business who have been servicing clients across the region since 1985. They pride themselves on building long-standing client relationships, providing accounting, taxation services and financial planning to small and medium enterprises as well as individuals.HJC are seeking a new graduate or first year Paraplanner/Client Services Officer to join the team and advance their career.What's on OfferWork Life Balance - the opportunity to work close to homeCareer Progression – opportunity to grow and develop your career within the role and the companyThe Care Factor – as an employee of HJC Accountants you will be looked after as they continue to introduce more flexibility and wellbeing/benefits programsCulture – fun and vibrant culture who depend on employee initiatives to grow, so fitting the team is crucial.About the RoleThe successful applicant will possess exceptional interpersonal skills, a high level of attention to detail and will be enthusiastic in developing their skill set to become a Financial Advisor in the future.Key responsibilities of the role will include:Assist in the management of a group of clients that will be assigned specifically to you;Generation of compliant and client-friendly Statement of Advice (or Record of Advice) documents in a timely and efficient manner;Generation and lodgement of advice implementation paperwork;Preparation of fee disclosure and Opt-in documents;Preparation of paperwork for client appointments;Undertaking input modelling data to assist the Financial Advisors to decide on the most appropriate client direction;Preparing research for Financial Advisors;Liaising with clients directly including arranging client appointments and follow up of clients;About YouYou will have or be completing your approved degree in Financial Planning and are looking for the right company to launch your career.To be successful in this role, you may be a graduate or have up to 2 years of experience working within a Financial Planning practice.You will have proven experience with MS Office products, including Excel, Word, and PowerPoint.HJC are seeking candidates with excellent communication skills, someone who is confident, yet consultative, consistent, accurate and thorough. You will have an analytical and problem-solving mindset with the ability to work under pressure and meet deadlines.You will have a committed and result-driven attitude towards work and a high ethical standard and unquestionable commitment to confidentiality and professionalism.As a key member of the team, you will be able to demonstrate the following:Technical and taxation knowledge of key financial products and strategies;Well-developed computer literacy, including experience with the Microsoft Office suite;Demonstrated attention to detail with the ability to organise and prioritise work effectively to meet deadlines, whilst maintaining a high standard of service;Excellent interpersonal skills with clients and team members;Proven ability to work both independently and collaboratively with different levels of employees and contribute to a positive team culture;A committed and result-driven attitude to work;Professional presence with clients.If you are seeking a development role within a small and friendly company, then we would love to hear from you.To ApplyPlease submit your resume and a cover letter outlining your talents for the role. Applications will be assessed as they are received and by Strawberry Seed Consulting in the first instance.
#J-18808-Ljbffr