About the company
This highly regarded and well established self-employed advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to ongoing growth, they are looking for an experienced Client Service Implementation specialist to join their team.
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About the role
In this role, you will work alongside multiple financial advisers and support them with implementation of complex advice strategies. Your responsibilities will include but won’t be limited to administrative duties, implementation of advice, SOA/ROA drafting, and liaising with fund providers and clients for follow ups.
This is an exciting opportunity for an existing client service officer with strong implementation experience to join a reputable business and get exposure to more HNW and wholesale advice.
Demonstrated skills
- 3 - 5 years experience working in a client service role in financial planning
- Strong advice implementation experience
- Understanding of complex investment advice
- Exposure to HNW and wholesale advice highly regarded (however not essential)
- Relevant degree
Benefits
- Attractive salary package
- Career development opportunities - Client relationship, Paraplanning, Professional Year etc
- Hybrid work available
- Great culture
- Hybrid work available
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
