Client Services & Paraplanning Assistant (Hybrid)

International Search Partners; Canberra; Hybrid; AUD 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid work arrangement

Competitive remuneration package

Job summary

International Search Partners in Canberra is seeking an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.

In this role you will support Senior Advisers, prepare meeting documentation, maintain client data in CRM, assist with implementations of advice, and liaise with clients to ensure timely, high-quality service in a hybrid work environment.

Qualifications

• Previous experience in a similar Financial Planning role.
• Knowledge of Superannuation, Retirement planning and Investments.
• Strong communication and time-management skills.
• Proficiency with CRM, Office and Xplan is preferred.

Responsibilities

• Support Senior Advisers to ensure timely delivery of advice.
• Prepare meeting documentation and client reports.
• Maintain client data and records in CRM.
• Assist with the implementation of advice.
• Coordinate with clients and stakeholders to deliver outcomes.
• Assist advisers with research and strategy development.
• Assist in preparing SoA and RoA documents.

Skills

Communication skills

Client service

Team collaboration

Prior experience in financial planning

Time management

Education

Bachelor's degree in Financial Planning or related field

Tools

CRM software

Microsoft Office

Xplan

Job description

International Search Partners in Canberra is seeking an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.

In this role you will support Senior Advisers, prepare meeting documentation, maintain client data in CRM, assist with implementations of advice, and liaise with clients to ensure timely, high-quality service in a hybrid work environment.