About our Client: Established in Adelaide and Sydney, Pride Advice is a leader in Financial Services with clients, both locally and around Australia. Strong, loyal, protective and fearless. These are the attributes that our Client regards as fundamental to the way it cares for and protects its clients. Their Financial Advisers have a proven track record of helping their clients plan for success; from starting a business to buying a house, having a family to preparing for retirement. They see themselves working to make clients feel safe and remove the cloud of mystery that sometimes shrouds the profession of financial planning and wealth creation. As a holistic financial advice firm, their team of specialists have a reputation for advising on all aspects of Financial Advice with specific strengths in: Superannuation Retirement Planning Investments including SMSF and SMA Due to continued growth and success, Pride Advice are looking for an ambitious and motivated individual to join their Client Services Team in the role of Client Service Officer. This position is perfect for someone who is looking to build their career within the financial planning sector, with training provided and career progression available and actively supported and encouraged. About the Opportunity: The Client Services Officer is responsible for performing the client service administration from the implementation meeting through to completion, in a timely manner. You will also be responsible for ensuring all elements of the ongoing service offer is provided to each client. Your role will also require you to be present during parts of client meetings and assist clients with general, non‐advice related queries. The Client Services Officer will also work as part of the overall Client Services Team, assisting other members of this team in meeting targets of service delivery, assisted by the Administration Officer. Key Responsibilities: General client administration Manage implementation of all new business Liaise with client as required SOA/ROA Implementation CRM maintenance Compliance checklists Platform Administration To be successful in this role: We are looking for a great team member who can demonstrate the below: A minimum of 2 years' experience within the financial planning sector Highly developed administration skills An interest in the financial sector Strong customer service/client relationship skills Ability to demonstrate that you are a positive and supportive team member, have a high attention to detail and organisation skills Enjoy interacting with clients and working with a close and growing team; and Highly productive, efficient, solution orientated and a forward thinker Why join Pride Advice? Competitive salary Flexible working hours Long term career progression and development opportunities Extensive and ongoing professional development Fun and social team environment If you are an organised and motivated individual with a passion for Financial Planning industry, this is the perfect opportunity to advance your career in a leading national organisation. Sound like you? If you'd like to learn more, please don't hesitate to reach out to Selina on 0435 843 155 . To apply, please submit a cover letter outlining your relevant experience as detailed in the advertisement, along with your resume. Please submit as one document. We maintain the discretion to extend an offer at any stage of the recruitment process. If you are interested in the position submit your application as soon as possible! To streamline the process, we kindly request that recruiters and candidates refrain from directly contacting the client. The client has enlisted the services of BespokeHR exclusively for this role. If you or any potential candidates are interested in applying, kindly utilise the provided 'apply' button.
