Client Services Officer

Bentley Recruitment

Toowoomba QLD, Australia

About The Company

Our client is a highly reputable and leading Financial Planning firm who has been in operation for over 30 years. They are a progressive firm with several offices located throughout QLD. They deliver a high quality, full comprehensive service to their client base, which ranges from business owners, professionals, retirees, TTR, families, and wealth accumulators.

About The Role

To keep up with continued business growth, I am seeking an experienced Clients Services Officer OR Adviser Support. You will have variety in this role where you will be responsible for preparation of advice documents, implementation of advice, research, and assist with strategy development. Professional Year can also be offered.

Duties
• Proactively support financial advisers
• Preparation for client meetings, including all correct documents
• Implementing advice documents (SOAs & ROAs) and associated documents
• Be a first point of contact for clients
• Complete research and assist with... More Detail

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