Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe.

An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and welcoming team, working alongside other CSO's, supporting two Financial Advisers.

Benefits:

Comprehensive advice firm - be exposed to all areas of financial advice
Welcoming, supportive team culture with good staff tenure
Work closely with Directors
Work from home flexibility (up to two days per week)
Flexible hours, open to part-time

Tasks and responsibilities:

Provide full support to the Directors/Advisers
Handle compliance processes - FDS and annual agreements
Client meeting preparation
Full implementation of advice including trading investments through platforms
Managing the client database (Xplan)
Follow up with clients/product providers
Ad-hoc administration duties and assist with client queries
Opportunity to be involved with projects

About you:

2+ years previous experience in a CSO/financial planning support position
Experience using Xplan
Experience using HUB24, CFS Wrap, Netwealth platforms
Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning
Experience with ongoing fee agreement processes
Previous experience completing implementation of advice including trading investments

Salary is flexible depending on experience, circa $70,000 - $75,000 + super.

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs