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Client Service Officer - Financial Planning

Voyager Recruitment

Career advancement available if you wish to complete your professional year, alternatively you may wish to remain in Implementation, HIRING NOW Flexible working hours on offer, on site car parking provided Gold Coast location, up to $73,000 Superannuation Enviable company culture with a lively social club, weekly drinks and events The Company Located on the vibrant Coast, our client is a leading Financial Services firm who have experienced phenomenal growth in the past five years. Due to this growth, an opportunity has been created for a Client Service Officer to join the company in a support capacity to the Financial Advisers focusing on implementation activities on behalf of their clients. Duties of the role The responsibility for the day-to-day administration and strategy implementation activities for the firm’s clients Supporting all aspects of compliance and best practise Ability to prioritise tasks, multi-task and shift focus when required The perfect Candidate At least two years experience in a Client Service Officer role within the financial planning industry (essential) A passion for implementation Enthusiasm and a proactive approach with the ability to take initiative Ability to prioritise tasks, multi-task and shift focus when required On offer Lively social club with epic quarterly events and regular staff drinks on a Friday A company that celebrates work life balance $73,000 Superannuation (negotiable) Opportunity to remain in Client Services or advance your career into Financial Planning with great mentors who will support you in your professional year Contact Daniel Jensen danielvoyagerrecruitment.

com.au 0401 238 901.

Date09 March 2023

Location -

type Full Time

Salary $73,000 + Super

Accounting & Finance Jobs


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