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Financial Planning Assistant/client Services Officer

JP Smith - East Toowoomba, QLD

Banking & Finance
Source: uWorkin

Source: uWorkin


  • Well Established Toowoomba firm
  • Modern, Corporate Office with Excellent Staff Culture & Benefits
  • 6 Month Opportunity

An exciting opportunity exists for an enthusiastic, proactive and experienced individual to join a well-established Toowoomba firm at the forefront of the financial services sector. You will be supporting two Senior Financial Advisers in the end-to-end delivery and implementation of financial advice (superannuation, investments, insurances, etc.). Working alongside an experienced Client Services Officer, your duties and responsibilities will include:
  • Taking calls, booking appointments and assisting clients and third parties with their queries;
  • Maintaining the integrity of databases including Xplan CRM, Portfolio Modelling and Insurance Research;
  • Ensuring record keeping is up-to-date;
  • Verifying data with fund managers and insurance companies on a monthly basis and producing client reports;
  • Investigating and documenting current client situations, preparing FPQs and obtaining supporting documents;
  • Collating SOA, research, forms, client presentations and preparing other information for advisor meetings;
  • Submitting online applications for clients and tracking progress until successful completion;
  • Ensuring strict compliance to industry regulations and business processes;
  • Completing ad hoc administration tasks as required including mail merges.
Our client is one of Toowoomba’s most prestigious financial services firms and they are recognised across the region for their high-performing environment and culture. To be successful, excellent verbal communication skills will be essential in order to build rapport with clients and third parties. Demonstrated experience in the financial planning sector will be highly regarded. Experience with BT and Colonial funds will also be advantageous. Your excellent work ethic and first-rate client service abilities will be rewarded with a competitive remuneration package as well as being supported by an innovative and down-to-earth team, passionate about providing outstanding service to their clients. In addition, you will work in a modern and well-equipped office, with views of nearby parks and gardens.
This is a full-time opportunity with a fixed term of six months.
Please click “Apply Now” to submit an application. Applications close Friday 19th February 2021. For any enquiries, please contact Dane Vallely from JP Smith on (07) 4659 7400.