Client Implementation Specialist – Financial Planning

My Wealth Solutions Pty; Ballina Shire; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work-from-home flexibility

4 weeks annual leave + My Wealth Leave

Professional development and training

Team events and collaboration

Job summary

My Wealth Solutions is seeking a Client Services Officer – Implementation to join our growing team. You’ll work across clients, advisers and external stakeholders to ensure recommendations are implemented accurately and with great client experience.

You’ll take ownership of the implementation journey from advice through to completion, coordinating insurance, superannuation and investment strategies while maintaining high standards of service and compliance.

Qualifications

• At least 1 year’s experience in a similar financial services/client services role.
• Interest in building a career within a growing Financial Planning business.
• Experience with XPlan or similar financial planning software (highly regarded).
• Excellent organisation skills and the ability to manage competing priorities.
• Strong written and verbal communication skills.
• High level of attention to detail and accuracy.
• Ability to work confidently in a high-volume, fast-paced environment.
• Professional, approachable and positive manner.
• Ability to work both autonomously and collaboratively.
• Proactive mindset and willingness to take ownership.
• Genuine interest in process improvement, projects and finding better ways of doing things.

Responsibilities

• Preparing for implementation – assisting with accurate SoA and implementation documentation, applications and supporting forms.
• Coordinating the implementation of insurance, superannuation, investment and other financial planning strategies.
• Providing professional, responsive and high-quality service throughout the implementation process.
• Liaising with clients, advisers, mortgage brokers, property specialists and other stakeholders to keep things moving.
• Ensuring documentation, processes and implementation activities are completed accurately and within required timeframes.
• Identifying opportunities to improve processes, systems and the overall client experience.
• Managing competing priorities and following through on actions.

Skills

Attention to detail

Communication skills

Organisational skills

Prioritisation

Tools

XPlan

Job description

My Wealth Solutions is seeking a Client Services Officer – Implementation to join our growing team. You’ll work across clients, advisers and external stakeholders to ensure recommendations are implemented accurately and with great client experience.

You’ll take ownership of the implementation journey from advice through to completion, coordinating insurance, superannuation and investment strategies while maintaining high standards of service and compliance.