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 collaborative team, working alongside other CSO's, supporting a team of financial advisers.

Benefits:

Comprehensive advice firm - be exposed to all areas of financial advice
Social office environment with a family feel
Work with senior financial advisers that are practiced at mentoring staff
Future opportunities for career progression
Stable workplace with excellent staff tenure

Tasks and responsibilities:

Provide full support to financial advisers in a team structure
Handle compliance processes - OFA and annual agreements
Full implementation of advice
Managing the client database (Xplan)
Complete investment portfolio reconciliations
Manage projects - e.g. bulk client updates/communications
Follow up with clients/product providers
Ad-hoc administration duties and assist with client queries
Liaise with offshore admin team

About you:

3+ years previous experience in a CSO/financial planning support position
Relevant degree is favourable but not mandatory
Experience using Xplan
Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning
Experience with FDS and fee agreement processes
Experience completing implementation of advice
Previous experience working with outsourced admin staff will be favourable

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

Client Services Officer - Financial Planning