For Recruiters

Client Services Officer - Financial Planning

Hays
Sydney, Australia
Posted 21 days ago Permanent Competitive
See job description for details
This reputable advice firm is looking for a superstar to join their growing financial planning team. Your new company
This growing boutique financial advice firm is looking for a Client Relationship Officer to join their energetic team. They are in Sydney CBD in beautiful, modern offices and are an organisation that prides themselves on giving their clients the best experience possible, while having fun at the same time.

Your new role
  • Working closely with the Financial Advisers and supporting the Associates
  • Be the first point of contact for clients, answering queries and providing exceptional service
  • Assisting with the implementation and preparation of advice documents
  • Client portfolio Management Ad-hoc administration tasks
What you'll need to succeed
  • Previous experience working in the financial planning industry is advantageous
  • Experience within financial services and a relevant degree
  • Ideally someone that is looking to progress their career within Financial Planning
  • Excellent written and verbal communication skills, the ability to build rapport well and a strong team player
What you'll get in return
On offer is the opportunity to kick start your career within financial planning. The team is very supportive and are willing to offer on the job training. There are flexible working arrangements available, an attractive salary and a vibrant 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 #2685018
Job ID  2685018
ABOUT COMPANY
Sydney, Australia
12100 Employees HR & Recruitment

About us

At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. You are at the heart of everything we do. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively put our customers, at the heart of everything we do.

Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expertise on issues you face in today’s fast paced world of work, we’ll help you make the right decisions for tomorrow.

Looking for the right role for you? 

At Hays we know that finding the right role at the right time takes careful consideration. As your lifelong career partners, we’re by your side, every step of the way.

Whether you’re seeking a new opportunity or support in navigating a career change, we bring the expertise and the connections to partner with you to help you realise your ambition.

Providing an unmatched breadth of jobs across industries and professions whilst leveraging our knowledge, employer relationships, learning opportunities and support, we can offer you roles that challenge and excite you.

Take the next step at hays.com.au

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