Client Service Officer - Financial Planning

Location: Sydney, New South Wales
Job Type: Permanent
Salary: Bonus
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 185858_1535945747

An exciting opportunity has arisen in a leading financial institution which is seeking a Financial Planner Assistant who will work directly with Financial Planners. The role is to provide quality support to advisers and clients via face to face, email and over the phone.

The ideal candidate will be looking for career development within the financial advice space and have completed or is currently studying their DFP, ADFP or DFS. This position is ideal for a candidate looking for direct exposure to working with Financial Advisers and progressing into that position in the future.

The Role:

  • Assist Financial Planning team daily and providing dynamic support to clients and advisers
  • First point of contact for clients via; phone, email and face to face
  • Detailed understanding of client portfolio to deliver a detailed response
  • Managing operational and administrative functions to ensure tasks are delivered efficiently
  • Manage all administrative paperwork including preparing and sending out Fee Disclosure Statements
  • Manage the team calendar and organise seminar and events for the financial planning team

Skills & Experience:

  • Minimum 1-2 years experience as a financial adviser's assistant
  • Must have experience supporting financial Advisers
  • Experience preparing all documentation accurately and forward to appropriate institution
  • Excellent telephone manner, verbal and written skills
  • Ability to use online platforms, client database and financial planning software i.e. COIN/XPLAN/Midwinter
  • Completed or currently studying DFP, ADFP or DFS

Culture & Benefits:

  • Career development and supportive management
  • Excellent team culture
  • Sydney CBD location
  • Great company benefits

For a confidential discussion please call Anson Lam on 02 8247 5712, email anson.lam@porterallen.com.au or click on the apply button below.