Financial Planning

FAAA; Gosford; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible fortnight

Close-knit team

Meaningful client interaction

Skills development

Competitive pay

Job summary

Country Wide Wealth on the Central Coast is seeking a Client Services Officer to join our growing financial advice team. You’ll work closely with Financial Advisers to deliver a seamless client experience through ongoing reviews and the advice journey.

You’ll be involved in supporting advisers, building client relationships via phone, email and in-person contact, and preparing documentation for meetings. A proactive mindset and strong organisational skills are essential.

Qualifications

• At least 1 year experience in a similar role within financial planning.
• Strong knowledge of superannuation and insurance application processes.
• Excellent organisational skills and attention to detail.
• Confident written and verbal communication skills.
• Ability to manage competing priorities and take ownership of your workload.
• Proactive mindset and willingness to suggest better ways of doing things.
• Experience with Xplan would be highly regarded, but isn’t essential.

Responsibilities

• Supporting Advisers throughout the client review process.
• Building relationships with clients through phone, email and face-to-face contact.
• Preparing documentation and files for client appointments.
• Implementing advice, including managing, lodging and tracking applications and claims.
• Attending client meetings where required.
• Communicating with financial institutions, product providers and other stakeholders.
• Working closely with referral partners and professional networks.
• Identifying opportunities to improve our systems, processes and client experience.

Job description

Join a team where your work genuinely makes a difference.Could you be the person who makes our clients feel looked after from start to finish?Country Wide Wealth is looking for an experienced and motivated Client Services Officer to join our growing financial advice team on the Central Coast.This is more than an administration role. You'll be an important part of the client experience - building relationships, supporting our Advisers and making sure things happen smoothly behind the scenes.

Why you'll love this role

A better work-life balanceWe're open to an 8 or 9-day fortnight, giving you the opportunity to enjoy more flexibility without stepping away from a rewarding career.Real relationships with clientsYou'll have plenty of direct client contact. You'll get to know our clients, understand what's important to them and play a meaningful role in delivering the advice and service they rely on.Be part of a team that's growing and evolvingWe're a close-knit team that genuinely supports one another. We value people who bring ideas, take ownership and want to help us continually improve the way we work.

About the role

As a Client Services Officer, you'll work closely with our Financial Advisers to deliver a seamless experience for our clients, particularly throughout their ongoing review and advice journey.It's a hands-on and varied role where you'll be trusted to take ownership, solve problems and keep things moving. No two days are quite the same.

You’ll be involved in:

• Supporting Advisers throughout the client review process
• Building relationships with clients through phone, email and face-to-face contact
• Preparing documentation and files for client appointments
• Implementing advice, including managing, lodging and tracking applications and claims
• Attending client meetings where required
• Communicating with financial institutions, product providers and other stakeholders
• Working closely with referral partners and professional networks
• Identifying opportunities to improve our systems, processes and client experience

What we're looking for

We're looking for someone who is experienced, organised, proactive and genuinely enjoys helping people.

Ideally, you'll have:

• At least 1 years' experience in a similar role within financial planning
• Strong knowledge of superannuation and insurance application processes
• Excellent organisational skills and attention to detail
• Confident written and verbal communication skills
• The ability to manage competing priorities and take ownership of your workload
• A proactive mindset and a willingness to suggest better ways of doing things
• Experience with Xplan would be highly regarded, but isn't essential

Just as importantly, you'll be someone who enjoys being part of a team, takes pride in their work and understands that great client service is about more than simply ticking boxes.

What we offer

Fulltime, or 8 or 9-day fortnight because flexibility matters

• A supportive, close-knit and genuinely collaborative team
• A varied role with meaningful client interaction
• The opportunity to develop your skills within a growing financial advice business
• A workplace where your ideas and contribution are valued
• Competitive remuneration based on your experienceImmediate start available

About Country Wide Wealth

We're a local, family-owned financial advice and finance business that believes financial advice should be simple, personal and built around long-term relationships. Our clients aren't just numbers or files - they're people and families we're helping make confident decisions about their financial future.

If you're looking for a role where you can build relationships, make a genuine contribution and still have a life outside of work, we'd love to hear from you.

Contact

For a confidential discussion, please contact Joanne Bailey on 02 215.