Description

We're offering an exceptional opportunity for a high performing experienced Client Service Officer or Manager to become a key part of our dynamic and supportive financial planning team.

This full-time, office-based role in Maroochydore is central to ensuring the smooth delivery of financial advice and an outstanding client experience. You'll work closely with our advisers, providing critical support that keeps our practice running efficiently and our clients well cared for.

This is a relationship-focused position, ideal for someone who thrives on client interaction and takes pride in precision, especially when it comes to documentation and compliance.

You'll take full ownership of the operational side of the practice, leading the development and refinement of systems, processes, and client-facing policies. With scope to shape the role around your strengths, this is a rare chance to make it truly your own.

I offer a flexible start date and am available to commence either immediately or from January, depending on your needs.

Daily duties include:

Provide support to the Financial Advisors
Diary management
Email management
Take incoming calls and be a key liaison point for clients including assist with general queries and following up on information for them
Putting together general correspondence to clients
Preparation of advice documents, producing review reports, etc
Maintaining electronic files and paperwork
Deal with various stakeholders such as third party companies
Database maintenance and data entry (Xplan)
General administrative support
The ideal candidate will have the following skills/attributes:

Minimum 3-years' experience in financial planning admin.
Intermediate skills in MSOffice
High attention to detail
Passionate about giving outstanding customer service to clients
Exceptional communication skill
Xplan experience
Consider yourself to be a high performer
Please send your resume and cover letter to

David@elementsfinancialplanning.com.au