Senior Client Services Advisor

1 day ago

Cavite City, Calabarzon, Philippines beBeeClientService Full time A$24,000 - A$36,000
Job Opportunity: Client Service Officer/Paraplanner

We are seeking an experienced professional to support a leading Australian financial advisory practice as a Client Service Officer/Paraplanner.

The successful candidate will possess a strong understanding of financial planning processes and compliance requirements, with excellent attention to detail and organizational skills.

  • Main Responsibilities:
  • Manage end-to-end client service processes to ensure seamless client experiences.
  • Prepare and review Statements of Advice (SoAs), Records of Advice (RoAs), and other compliance-related documents.
  • Support financial advisers by handling paraplanning tasks with accuracy and timeliness.
  • Maintain and update client records in CRM systems.
  • Liaise with product providers and clients to follow up on applications, transactions, and outstanding requirements.
  • Ensure compliance with Australian financial services regulations and company policies.
  • Requirements:
  • Minimum 5 years of experience in client services, paraplanning, or a similar role in financial planning/wealth management.
  • Strong understanding of financial planning processes and compliance requirements.
  • Ability to work independently with minimal oversight.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills (verbal and written) to liaise confidently with advisers, providers, and clients.
  • Proficiency with financial planning software, CRMs, and Microsoft Office Suite.

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