In-Office Client Service Lead — Independent Financial Advice

Services Pty; Sydney; Presencial; AUD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Mentoring and development

Modern office near Macquarie Centre

Descripción de la vacante

BFG Financial Services in Macquarie Park seeks a client-focused adviser to join our permanent full-time team. You will contribute to delivering unbiased, independent financial advice to help clients achieve financial peace of mind.

This in-office role offers mentoring from experienced advisers, a modern office near Macquarie Centre, and a supportive environment to grow your client service and technical skills in IRESS Xplan and complex advisory strategies.

Formación

• Experience in client service or support in financial services.
• Excellent communication and presentation skills.
• Ability to manage client engagements and respond to inquiries promptly.

Responsabilidades

• Contribute to the preparation of client advice documents.
• Lead and manage the implementation of complex client advice strategies.
• Acting as a primary point of contact for clients, providing clear and timely communication on enquiries and updates.
• Manage the client review process (both pre and post meeting).
• Serve clients professionally and maintain strong relationships.
• Maintain and update our IRESS Xplan client database.
• Contribute to process enhancements and workflow design.

Conocimientos

Client service mindset

Strong communication skills

Excellent written communication

IRESS Xplan familiarity

Herramientas

IRESS Xplan

Descripción del empleo

BFG Financial Services in Macquarie Park seeks a client-focused adviser to join our permanent full-time team. You will contribute to delivering unbiased, independent financial advice to help clients achieve financial peace of mind.

This in-office role offers mentoring from experienced advisers, a modern office near Macquarie Centre, and a supportive environment to grow your client service and technical skills in IRESS Xplan and complex advisory strategies.