Senior Client Service Officer

Job Title: Senior Client Service Officer
Contract Type: Permanent
Location: Sutherland, New South Wales
Salary: Negotiable
Reference: 175690_1501138128
Contact Name: Keiron Smith
Contact Email:
Job Published: July 27, 2017 16:48

Job Description

This professional practice with 2 offices is looking for an experienced individual with adviser support and paraplanning skills to join their Sutherland office.

This is a great role for an individual who enjoys a level of autonomy and responsibility for practice compliance and procedures.

The role would also suit someone looking for part time work - mnimum 3 days

In this role you will:

  • Monitor changes in legislation and ensure updates are provided to all practice staff
  • Ensure any processes affected by legislation changes are updated
  • Review client files for complance in accordance with possible audit requirements
  • Perform administration duties in terms of new business implementations
  • Liaise with external administrators, service providers and licensee departments as required

Skills you will bring:

  • Prior experience in a paraplanning / adviser support role - preferably within a small practice environment
  • Good time management and communication skills
  • Experience using financial planning software eg: COIN or Xplan
  • RG146 or DFP an advantage
  • Strong use of Microsoft office products eg: Word, Excel etc

If this roile is of interest to you then apply now, otherwise for a confidential discussion please call Keiron Smith on 02 8247 5712.