Customer Service Officer
Job No:
RS315646
Location:
Aspley
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EARN $75,000 - $80,000 pa (FTE, pro-rata for part-time) + Super | Based on Experience
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Join a Growing Boutique Financial Planning Practice With a Warm, Collaborative Culture
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Supportive, Small & Friendly Team Culture | Full Or Part Time Option Available
About The Company
Our client is a well-established financial planning practice providing tailored wealth management advice to individuals and families across Brisbane and surrounding regions. With a client-first philosophy, the business specialises in helping clients achieve their financial goals through personalised strategies and long-term partnerships. As the business continues to grow through organic growth and strong referral partnerships, they have built a collaborative, team-first culture supported by experienced paraplanning and administration staff.
About The Opportunity
The primary purpose of this position is to work closely with an experienced Adviser, playing a key role in delivering exceptional client service while developing your technical knowledge and industry experience within financial planning.
Reporting directly to the Financial Adviser, some of your responsibilities will include:
- Supporting the Adviser with client administration
- Liaising with clients, managing enquiries and booking appointments
- Preparing review meeting documentation
- Drafting simple ROAs
- Attending client meetings and completing file notes
- Implementing financial advice recommendations
- Assisting with ongoing client service activities
About You
The successful candidate will have:
- Minimum 2+ years' experience in a customer service role within the finance or financial advice sector
- A genuine interest in financial advice
- Relevant studies or working towards a financial planning qualification (beneficial)
- Strong communication and organisational skills
- Motivation to build a long-term career in the industry
What's in it for You?
- Supportive, Small & Friendly Team Culture
- Growing Business With Ongoing Organic Growth
- Community-Focused Organisation Supporting Local Initiatives
- Long-Term Career Opportunity Within An Expanding Financial Practice
- Flexible Start and Finish Times
- Full or Part-Time Options Available - Part-Time Hours of 9:30am–2:30pm
Apply today and don't miss out on starting this opportunity as soon as possible!
