Client services officer

Support Advisers directly in a tight-knit office where you can progress your career.

Your new company
This Western Sydney based Financial Planning practice are looking to recruit a Client Services Officer to join their friendly, tight-knit team as soon as possible. You will be joining a team who work very well together and are looking to grow and bring in more support. In this position you will be working closely with the firm's Financial Planners, delivering a premium service to clients through effective and timely financial planning processes and services.

Your new role
As the company's Client Services Officer, your role will revolve around providing full administrative support to the firm's advisers. Your duties will include but not be limited to:

  • Navigating and updating the client database
  • Ensuring accuracy and compliance of client files and advice documents
  • Liaising with product providers and other third parties
  • Preparing quotes and implementing advice documentation
  • Providing technical administrative support to the Planners

What you'll need to succeed
As the successful applicant, you will have experience within a Wealth Management firm previously, preferably using Xplan. You will have the Diploma of Financial Planning with a relevant degree preferable. You will have a passion for the delivery of excellent client service and have a solid understanding of the financial advice process. Excellent communication skills are also essential in this role.

What you'll get in return
On offer is the opportunity to join an established business with a large client base. You will work collaboratively with experienced Advisers and other back office support staff. You will be supported to develop your career within Wealth Management. This is a great chance to join a company with a very friendly working culture.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Rhys Burton 02 8062 6***. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

SA Licence number : LHS 297508

Hays Recruitment


Posted: 27 November 2019

Location:  Sydney, NSW

Salary:  $65000 - $75000