CLIENT SERVICES – High Profile Opportunity
- Do you want to work in a dynamic, innovative environment?
- Are you looking for a firm that has an International presence?
- Do you want to take the next step in your career?
A leading financial planning group located in the Melbourne CBD seeks a Client Services Officer/Manager with sound industry knowledge to join their friendly and hardworking team. They are offering you an exceptional salary package as well as the opportunity to develop your skills as a professional by working on several small to large clients.
The successful candidate will have;
- A friendly and supportive team
- The opportunity for career progression
- Training and development
- Excellent salary opportunities
The purpose of a CSO is to provide professional and operational support to planners through research, modeling and preparation of statements of advice and additional advice to support provision of high quality, appropriate advice to clients.
To be successful for this role you must have;
- A sound knowledge of Financial Planning
- A background in COIN financial planning software
- Excellent communication skills
- Industry knowledge
- Previous experience as a Client Service Officer in the financial industry.
Ideally, you will possess the formal financial planning qualifications – RG 146 - industry knowledge and experience with SMSF, good communicational skills - especially written, as well as have a hardworking attitude.
If you feel you suit the criteria, please don’t hesitate to apply now
Please visit www.lloydharrington.com.au to view more jobs.