Company Overview
This highly successful holistic financial planning firm based in the CBD is seeking an ambitious and driven individual to join their team supporting a Senior Financial Planner. This role will see you supporting them with their day to day duties, attending client meetings, engaging with clients, ensuring compliance, and contributing to the firm’s overall success.
To be successful in this role you will have a professional approach with excellent written and verbal communication skills and a passion to develop a long term meaningful career in the industry. This is a truly unique opportunity for you to take the next step in your career.
Key Responsibilities
... - Handle client enquiries providing superior service via phone and email
- Maintain and update client records through XPLAN
- Attending client meetings and managing file notes
- Financial advice strategy development, including financial modelling
- Creating annual review documents and strategies after speaking with clients.
- Liaising with internal and external stakeholders building strong working relationships
- General administrative duties as required
To be successful in this role you’ll meet the following
- Well presented with excellent written and verbal communication skills
- Excellent listening skills, demonstrating an understanding of client needs.
- Analytical approach to problem-solving, with a keen attention to detail.
- Intermediate MS office skills
- A graduate or someone still studying looking to kickstart their career or a Client Service Officer looking to take the next step in their career (previous experience using XPLAN will be highly regarded).
To Apply
Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers for confidential discussion.
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.
