Customer Service Officer
RecruitShop
Job Description
- EARN $75,000 - $80,000 pa (FTE, pro-rata for part-time) + Super | Based on Experience
- Join a Growing Boutique Financial Planning Practice With a Warm, Collaborative Culture
- Supportive, Small & Friendly Team Culture | Full Or Part Time Option Available
- EARN $75,000 - $80,000 pa (FTE, pro-rata for part-time) + Super | Based on Experience
- Join a Growing Boutique Financial Planning Practice With a Warm, Collaborative Culture
- Supportive, Small & Friendly Team Culture | Full Or Part Time Option Available
About The Company
Our client is a well-established financial planning practice providing tailored wealth management advice to individuals and families across Brisbane and surrounding regions. With a client-first philosophy, the business specialises in helping clients achieve their financial goals through personalised strategies and long-term partnerships. As the business continues to grow through organic growth and strong referral partnerships, they have built a collaborative, team-first culture supported by experienced paraplanning and administration staff.
About The Opportunity
The primary purpose of this position is to work closely with an experienced Adviser, playing a key role in delivering exceptional client service while developing your technical knowledge and industry experience within financial planning.
Reporting directly to the Financial Adviser, some of your responsibilities will include:
Supporting the Adviser with client administration
Liaising with clients, managing enquiries and booking appointments
Preparing review meeting documentation
Drafting simple ROAs
Attending client meetings and completing file notes
Implementing financial advice recommendations
Assisting with ongoing client service activities
About You
The successful candidate will have:
Minimum 2+ years' experience in a customer service role within the finance or financial advice sector
A genuine interest in financial advice
Relevant studies or working towards a financial planning qualification (beneficial)
Strong communication and organisational skills
Motivation to build a long-term career in the industry
What's in it for You?
Supportive, Small & Friendly Team Culture
Growing Business With Ongoing Organic Growth
Community-Focused Organisation Supporting Local Initiatives
Long-Term Career Opportunity Within An Expanding Financial Practice
Flexible Start and Finish Times
Full or Part-Time Options Available - Part-Time Hours of 9:30am–2:30pm