Senior Client Services Lead, Financial Planning

RBA Financial Group; Greater Shepparton; Sur place; AUD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Leave loading

Birthday leave

Additional Christmas leave

Flexible work arrangements

Résumé du poste

Rba Financial Group, a growing boutique financial planning practice in Victoria, is seeking an experienced Senior Client Services Officer. You will focus on ensuring advice implementation, client service activities and administration progress efficiently.

Working closely with advisers and support team, you will manage end-to-end client service, coordinate SOAs/ROAs, maintain data in Xplan, and ensure outstanding actions are followed through to completion.

Qualifications

• Previous experience in a Financial Planning Client Services role
• Strong knowledge of financial planning administration and advice implementation processes
• Experience with Xplan preferred
• Experience delivering a high standard of client service
• Excellent written and verbal communication skills
• Strong skills in Microsoft Word and Excel
• Exceptional organisational and time management skills
• Ability to manage multiple files and competing priorities
• Proactive and solutions-focused approach
• Strong problem-solving ability
• Confidence to work independently while being a collaborative team member

Responsabilités

• Implementation of SOAs and ROAs
• Preparation and processing of applications and advice documentation
• Managing advice implementation from commencement through to completion
• Liaising with clients, product providers and other third parties
• Managing and responding to client enquiries
• Updating and maintaining client information within Xplan
• Monitoring and managing outstanding requirements and follow-up actions
• Making and managing client appointments
• Maintaining data integrity and client records
• Adhering to all relevant risk and compliance obligations
• Contributing to continuous improvement of systems and processes
• General administration and client servicing support

Connaissances

Client service

Communication skills

Organisational skills

Time management

Problem-solving

Independent working

Outils

Xplan

Microsoft Word

Microsoft Excel

Description du poste

Permanent position, excellent benefits.

Work within a growing boutique Financial Planning practice.

Rba Financial Group has over 50 years' experience as a trusted and well-respected financial planning firm. We pride ourselves on building long-term relationships with our clients and delivering personalised financial planning strategies to help them achieve their individual financial and lifestyle goals.

Due to continued growth, we are seeking an experienced Senior Client Services Officer to join our team.

This role is ideally suited to someone with strong experience in financial planning administration who is confident managing the end-to-end advice implementation and client service process. We are looking for someone who understands what needs to happen, when it needs to happen, and can confidently keep client matters moving from commencement through to completion.

Supportive and collaborative team environment

Flexible work arrangements depending on experience

Leave loading

Birthday leave

Additional Christmas leave

Genuine opportunity to make an impact within the business

The Role

Working closely with our advisers and support team, your focus will be ensuring advice implementation, client service activities and administration processes are progressing efficiently and accurately.

This role requires someone who can bring together multiple moving parts, manage competing priorities and ensure outstanding actions are followed through to completion.

Success in this role is not just about completing individual tasks. It is about understanding how all the moving parts fit together, managing competing priorities, and ensuring advice and client service processes continue moving forward from start to finish.

You will be trusted to take ownership of your workload, identify what needs attention, follow through on outstanding actions, and proactively keep matters progressing.

Responsibilities

Implementation of SOAs and ROAs

Preparation and processing of applications and advice documentation

Managing advice implementation from commencement through to completion

Liaising with clients, product providers and other third parties

Managing and responding to client enquiries

Updating and maintaining client information within Xplan

Monitoring and managing outstanding requirements and follow-up actions

Making and managing client appointments

Maintaining data integrity and client records

Adhering to all relevant risk and compliance obligations

Contributing to continuous improvement of systems and processes

General administration and client servicing support

What We Are Looking For

Previous experience in a Financial Planning Client Services role

Strong working knowledge of financial planning administration and advice implementation processes

Experience with Xplan preferred

Experience delivering a high standard of client service

Excellent written and verbal communication skills

Strong skills in Microsoft Word and Excel

Exceptional organisational and time management skills

Strong attention to detail

The ability to manage multiple files and competing priorities

A proactive and solutions-focused approach

Strong problem-solving ability

The confidence to work independently while still being a collaborative team member

Most importantly, we are looking for someone who takes ownership of their work and understands how to keep client matters progressing. You will naturally follow through on outstanding actions, anticipate what needs attention, and ensure a high standard of service is delivered to both clients and advisers.

If your skills and experience match the above criteria and you are looking for a role where your experience, initiative and contribution will be genuinely valued, we would love to hear from you.

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