Adviser Assistant / Client Services Officer

International Search Partners; Dubbo; In loco; AUD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

International Search Partners in Dubbo, NSW, seeks an experienced Client Services Officer/Adviser Assistant to support wealth management and accounting teams. You will engage with clients across face-to-face meetings, email and phone to deliver timely, accurate service.

The role involves preparing meeting documentation, maintaining client data in CRM, assisting advisers with research, and contributing to paraplanning tasks like SoA and RoA.

Competenze

• Experience in a similar Financial Planning environment.
• Knowledge of Superannuation, Retirement planning and Investments.
• Reliable, autonomous and strong work ethic.
• Proficient in Microsoft Office; experience with XPLAN preferred.
• Excellent communication and people skills with deadline discipline.
• Willing to learn and contribute to a great team culture.
• Tertiary Financial Planning qualification desirable.

Mansioni

• Support Senior Advisers to meet delivery deadlines for advice.
• Prepare meeting docs and client reports for meetings.
• Maintain client data and records in CRM software.
• Prepare applications and assist with advice implementation.
• Liaise with clients and stakeholders to achieve positive outcomes.
• Assist advisers with research and strategy development.
• Contribute to paraplanning, including SoA and RoA documents.

Conoscenze

Client service

Communication skills

Time management

Formazione

Tertiary qualification in Financial Planning or related field

Strumenti

XPLAN

CRM software

Microsoft Office

Descrizione del lavoro

An exciting career opportunity is available for an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.

As a growing practice, the team is committed to delivering a professional, personalized service tailored to each client's needs. This role offers an excellent opportunity to further develop your skills and build your career within a supportive, professional environment.

Working closely with the Advisers, you will play an integral role in supporting the team and providing exceptional client service across face-to-face meetings, email and telephone communication.

In this role, you will:

• Support the Senior Advisers to ensure the delivery of advice is met within required deadlines.
• Prepare meeting documentation and reports for client meetings
• Assist in maintaining client data and records on CRM software.
• Prepare applications and assist with the implementation of advice
• Liaise with clients and key stakeholders to deliver positive outcomes.
• Assist the Advisers with research and technical strategy development
• Communicate effectively with Advisors, clients and the team
• Assist in the preparation of the SoA and RoA document in accordance with paraplanning.

The ideal applicant will have:

• Previous experience within a similar position within a Financial Planning environment.
• Technical knowledge across Superannuation and Retirement planning and Investments.
• A solid work ethic, reliable and able to work autonomously.
• Working knowledge of Microsoft Office and ideally Xplan.
• Excellent communication and people skills, with the ability to prioritize and meet deadlines.
• Willingness to learn and be part of a great team culture.
• Tertiary qualification within a Financial Planning or Financial Services related field highly desirable.

If you are a self-motivated individual with initiative and relevant experience, we would love to hear from you. This is an excellent opportunity to build a long-term career within a successful and growing practice. A competitive and flexible remuneration package will be offered, along with other benefits.