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Client Service Officer- Inner North Suburbs

Client Service Officer- Inner North Suburbs

Five RecruitmentMelbourne, Australia
1 day ago
Job description

Part Time or Full Time

  • Great Team Culture / Flexible Working Environment
  • 75K - $80K + Super

Our client is an extremely well established advice firm, located in the heart of the Inner Northern Suburbs. Running their own independent licence, the team has a new opening for a Client Services Officer to work closely with the Director of the company.

Responsibilities in this role will include, but not be limited to :

  • Client communication, including being involved in meetings, and follow up work.
  • Research and preparation of strategy and advice
  • Financial modelling of possible scenarios for various client positions

    • To be considered for this opportunity, you will need to be able to demonstrate :

  • Experience within the financial planning industry, preferably with a minimum of 2-3 years' experience in a similar role.
  • A strong understanding of the financial planning process.
  • Competency in the Microsoft suite of products.
  • Working knowledge of direct equities, managed investments, insurance and superannuation, and deep understanding of compliance frameworks and regulations.

    • Accreditation in RG146 will be very positively looked upon, as will strong attention to detail, a high work ethic and the ability to work well within a high performing team.

    This is a great role, and a fantastic opportunity to work close to home in the Inner Northern Suburbs for an experienced Client Services Officer. To find out more about this opportunity, please call

  • Mark Fradkin
    • Create a job alert for this search

    Client Service Officer • Melbourne, Australia