Adviser Support
Our client is a financial planning firm dedicated to delivering exceptional service to their clientele. Based in Toowoomba, they work with individual clients, businesses and professional services firms.
This a fantastic opportunity for an experienced Client Service Officer or Paraplanner who is looking to take the next step in their career. This role would suit you whether you're looking for a long term support role or if you're looking to continue on your path to becoming a financial planner. There are multiple pathways and development options to choose from.
The Role-CRM management.
-Organise and prepare review documents for client meetings.
-Management of the administrative duties for the onboarding of new clients and review of existing clients.
-Assisting with day-to-day client relationships, becoming the first point of contact for client enquiries.
-Liaise with clients and appropriate external agencies when implementing insurance policies.
-Efficiently manage your workflow by working to deadlines and meeting individual KPI’s.
-Preparing and processing of implementation paperwork and project management of client workflow.
Qualification and Experience-2+ years experience in financial planning firms
-Experience with using XPLAN
-Experience with Work Sorted and iFactFind not essential but preferred
What’s on Offer-An opportunity to work with a firm that offers multiple pathways to achieving your career goals
-Fantastic work culture and ongoing support
If you'd like more information on this opportunity, please contact jbyrne@andersenpartnership.com or 0498 471 513.
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