About the CompanyFinSec is a financial planning and advisory firm that has been assisting South Australians with their financial advice requirements for over thirty years.
Specialising in Self-Managed Super Funds, UK Pension Transfers, Risk Management and Wealth Creation, this team of financial professionals provide quality advice and service to their well-established clients.
Due to continued growth, an opportunity for a Client Services Officer is available.About the RoleAs the Client Service Officer, you will be responsible for providing support to a team of Financial Advisors.
In addition, you will provide excellent front-line customer service while providing administrative support to the team and being a master of multiple priorities.
Located in Wayville, this role is offered on a permanent, full-time basis.DutiesWorkflow managementCorrespondence and client document preparationPrepare, check and lodge documentationProcess and implement all advice and client meeting outcomes, whilst meeting compliance requirementsClient review management including fee disclosure and opt in requirementsDatabase maintenanceClient liaisonReception reliefSkills & ExperiencePrevious experience as a client service officer within financial planning and supporting multiple advisorsSound knowledge of the financial planning industryWorking knowledge in direct equity administration is desirableA genuine and personalised approach to customer serviceComputer savvy with exposure to Xplan (or other financial planning package)Experience in self-managed super funds (desirable but not essential)Strong database management skillsImpeccable attention to detailA qualification in Financial Planning and / or Finance, or currently studying towards a qualification, is desirableCulture & BenefitsStrong staff retentionLong standing business relationships spanning over 40 yearsBoasts progressive and positive culture which is embraced by all staffUnique opportunity to join a growing and cohesive teamHow to ApplyClick APPLY to submit your application including cover letter and CV in one document in Microsoft Word only.
Applications can be addressed to Joanna Slaven quoting reference number JO-2412-10281.
Telephone enquiries are welcome on?(08) 8100 8851.
Consultant Joanna Slaven Senior Recruitment Partner (08) 8100 ******://www.linkedin.com/in/joannaslaven/Reference number: JO-2412-10281 Profession:Banking and Financial ServicesClient ServicesCompany: Finsec PartnersDate posted: 4th Mar, 2025