Wealth Management Client Services Coordinator

International Search Partners; Dubbo; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive remuneration package

Flexible benefits

Job summary

International Search Partners in Australia is seeking an experienced Client Services Officer/Adviser Assistant to support wealth management and accounting professionals. The role focuses on delivering high-quality client service across face-to-face meetings, email and phone communications.

You will work with Senior Advisers to prepare meeting materials, maintain client data, and assist with the implementation of advice, while developing technical strategy and paraplanned documents.

Qualifications

• Previous experience within a similar position within a Financial Planning environment.
• Technical knowledge across Superannuation and Retirement planning and Investments.
• Excellent communication and people skills, with the ability to prioritise and meet deadlines.

Responsibilities

• Support Senior Advisers to ensure the delivery of advice is met within required deadlines.
• Prepare meeting documentation and reports for client meetings.
• Assist in maintaining client data and records on CRM software.
• Prepare applications and assist with the implementation of advice.
• Liaise with clients and key stakeholders to deliver positive outcomes.
• Assist in the Advisers with research and technical strategy development.
• Communicate effectively with Advisors, clients and the team.
• Assist in the preparation of the SoA and RoA document in accordance with paraplanning.

Skills

Client service

Financial planning knowledge

CRM software

Xplan

Communication

Time management

Education

Financial Planning related degree

Tools

Microsoft Office

Job description

International Search Partners in Australia is seeking an experienced Client Services Officer/Adviser Assistant to support wealth management and accounting professionals. The role focuses on delivering high-quality client service across face-to-face meetings, email and phone communications.

You will work with Senior Advisers to prepare meeting materials, maintain client data, and assist with the implementation of advice, while developing technical strategy and paraplanned documents.