A newly created role with an established Financial Planning firm in Robina. Full time or Part time hours available.
Patrese People are a business providing recruitment & HR Solutions.

Due to expansion, we are currently assisting our client in their search for a Client Service Officer / CSO / Financial Planning Assistant. This is a newly created role at their new Robina office offering an excellent working environment that is flexible and enjoyable.

The role
This is a permanent position with flexible hours. (Part time or full time would be considered) As a Customer Service Officer / CSO / Financial Planning Assistant you will support two Financial Planners in all administration and office duties for the financial planning firm.

Duties:

• Supporting the financial planners in the office
• Creating new client files
• Liaise with service providers, including insurance companies, fund managers etc...
• First point of contact for clients
• Collate all documents to ensure compliance in line with FSA guidelines
• Organizing appointments
• Prepare clients files for adviser by collating data and completing necessary paperwork for lodgment
• Assist with client workflow
• Coordination of complex and professionally presented advice documents
• General administration/ filing and other duties required in line with business requirements
• Ensure compliance standards are met and maintained

Applicant Requirements

• Minimum of 1 years experience in a CSO / Financial Planning Assistant role or STRONG administrator with a passion for Financial Planning industry
• XPLAN experience is highly advantageous
• Excellent administrative skills and attention to detail
• A passion for the industry
• Sound understanding of financial planning standards and adherence to ASIC requirements.
• Reliable and process driven, well organised with strong time management skills
• Good communication skills

Salary is negotiable - $60-65k.

If you have the right experience, please apply accordingly. Shortlisted applications will with contacted.