Permanent full-time position | Located in Wayville
Provide administrative support to a team of financial advisors
Progressive and positive culture with strong staff retention
About the company
FinSec is a financial planning and advisory firm that has been assisting South Australians with their financial advice requirements for over thirty years. Specialising in Self-Managed Super Funds, UK Pension Transfers, Risk Management and Wealth Creation, this team of financial professionals provide quality advice and service to their well-established clients. Due to continued growth, an opportunity for a Client Services Officer is available.
About the role
As the Client Services Officer, you will be responsible for providing support to a team of Financial Advisors. In addition, you will provide excellent front-line customer service while providing administrative support to the team and being a master of multiple priorities. Located in Wayville, this role is offered on a permanent, full-time basis.
Duties
Workflow management
Correspondence and client document preparation
Check and lodge documentation whilst meeting compliance requirements
Client review management including fee disclosure and opt in requirements
Database maintenance
Client liaison
Reception relief
Process and implement all advice
Skills & experience
Previous experience within financial planning and supporting multiple advisors
Sound knowledge of the financial planning industry
Working knowledge in direct equity administration is desirable
A genuine and personalised approach to customer service
Computer savvy with exposure to Xplan (or other financial planning package)
Experience in self-managed super funds (desirable but not essential)
Strong database management skills
Impeccable attention to detail
A qualification in Financial Planning and / or Finance, or currently studying towards a qualification, is desirable
Culture & benefits
Strong staff retention
Long standing business relationships spanning over 30 years
Boasts progressive and positive culture which is embraced by all staff
Unique opportunity to join a growing and cohesive team
How to Apply
Click APPLY to submit your application including cover letter and CV in one document in Microsoft Word only. Applications can be addressed to Joanna Slaven quoting reference number JO-2308-8682. Telephone enquiries are welcome on (08) 8100 8851.
