Client Services Officer (Financial Planning) - Part Time

Cherry Wealth; Melbourne; Presencial; AUD 60.000 - 80.000; Jornada completa

Descripción de la vacante

Cherry Wealth in Croydon, Victoria, is seeking a Client Services Officer (Financial Planning) to deliver an exceptional client experience and support the implementation of financial advice strategies.

You will work closely with clients and the Financial Adviser to ensure advice recommendations are implemented accurately and client outcomes are achieved, while coordinating appointments and preparing documentation for meetings.

Formación

• Excellent written and verbal communication skills.
• Strong organisational skills with the ability to prioritise multiple tasks and meet deadlines.
• High attention to detail and accuracy.
• A proactive and solutions-focused approach.
• Experience using Xplan (preferred but not essential).
• A willingness to learn and stay current with industry developments and regulatory requirements.
• A positive, professional and client-focused attitude.
• Flexible part-time working arrangements, including school-hours if necessary.
• Exposure to all areas of financial planning administration and advice support.
• Direct exposure to all aspects of financial advice implementation and client service.

Responsabilidades

• Act as a first point of contact for client enquiries and provide exceptional customer service
• Manage client appointment scheduling and meeting coordination
• Assist with the implementation of financial advice recommendations
• Prepare and lodge applications for superannuation, pensions, investments and personal insurance
• Manage insurance applications, superannuation rollovers and investment administration
• Liaise with product providers, fund managers, insurers and other stakeholders
• Follow up outstanding applications and processing requirements through to completion
• Prepare documentation and review packs for client meetings
• Assist clients with Centrelink-related enquiries, administration and liaison
• Maintain accurate client records and database information within Xplan

Conocimientos

Communication

Organisational skills

Attention to detail

Customer service

Microsoft 365

Xplan

Herramientas

Outlook

Excel

Word

Descripción del empleo

As a Client Services Officer (Financial Planning) you will play an important role in delivering an exceptional client experience and supporting the efficient implementation of financial advice strategies. You will work closely with both clients and the Financial Adviser to ensure advice recommendations are implemented accurately, and client outcomes are achieved.

Key responsibilities

Act as a first point of contact for client enquiries and provide exceptional customer service

Manage client appointment scheduling and meeting coordination

Assist with the implementation of financial advice recommendations

Prepare and lodge applications for superannuation, pensions, investments and personal insurance

Manage insurance applications, superannuation rollovers and investment administration

Liaise with product providers, fund managers, insurers and other stakeholders

Follow up outstanding applications and processing requirements through to completion

Prepare documentation and review packs for client meetings

Assist clients with Centrelink-related enquiries, administration and liaison

Maintain accurate client records and database information within Xplan

About you

Excellent written and verbal communication skills

Strong organisational skills with the ability to prioritise multiple tasks and meet deadlines

High attention to detail and accuracy

A proactive and solutions-focused approach

Strong Microsoft 365 skills, including Outlook, Word and Excel

Experience using Xplan (preferred but not essential)

A genuine passion for providing outstanding client service

The ability to work independently while contributing positively to a team environment

A willingness to learn and stay current with industry developments and regulatory requirements

A positive, professional and client-focused attitude

Flexible part-time working arrangements, including school-hours if necessary

A supportive, friendly and collaborative team culture

Ongoing training and professional development opportunities

Exposure to all areas of financial planning administration and advice support

A modern, technology-enabled advice practice

Opportunities to further develop your skills and industry knowledge

Direct exposure to all aspects of financial advice implementation and client service

Competitive remuneration based on experience and industry knowledge

The opportunity to build a long-term career within the financial planning profession

About us

Cherry Wealth is a boutique financial planning practice based in Croydon, Victoria. We are committed to helping individuals and families build, protect and enjoy their wealth through tailored financial advice and exceptional ongoing service. We provide holistic advice across retirement planning, superannuation (including SMSFs), investments, personal insurance and wealth creation strategies. Our focus is on building long-term relationships and delivering exceptional outcomes for our clients through personalised advice, professional expertise and genuine care.