You will be working for an established brand that offers customised holistic advice to a range of clients. This is a company that is dedicated to supporting the financial needs of their clients and helping to provide financial certainty. They are looking for a Client Services Officer to join their team.
Your new role
- Providing support to the Financial Advisers across preparing financial advice documents, onboarding new clients and being the client point of contact
- Assisting with the implementation of advice documents across a range of advice topics including Insurance where you will be dealing with Underwriters, new business teams' alterations and quotes
- Ensuring that the advice documents meet the compliance standards
- Ad-hoc administrative tasks
- An RG146 or Diploma of Financial planning are advantageous
- Experience as a Client Services Officer within Financial Planning is essential
- Knowledge of the implementation of advice documents covering advice topics including insurance and superannuation
- Previous experience using XPLAN
- A high attention to detail, deadline driven, and exceptional communications skills are essential
This is a great opportunity to work in an established financial advice firm located in North Sydney. You would work in a supportive team that values a good workplace 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 contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231
LHS 297508 #2647340
About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.
Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.
Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.
