Financial Services Professional

1 day ago

Mandaluyong City, National Capital Region, Philippines beBeeClient Full time A$24,000 - A$36,000
Key Client Service Officer / Paraplanner Role

We are seeking a skilled professional to join our offshore team supporting a leading Australian financial advisory practice.

This role is designed for someone who can work independently, take initiative, and build trust within the team. You will play a key role in enhancing the client experience by ensuring smooth, efficient, and professional support across client service and paraplanning tasks.

Key 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.
  • Proactively identify opportunities to improve processes and contribute to a positive team culture.
Requirements:
  • A minimum 5 years of experience in client services, paraplanning, or a similar role in financial planning/wealth management.
  • A strong understanding of financial planning processes and compliance requirements.
  • The 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.
  • A self-driven, proactive, and committed individual who is dedicated to building trust and long-term relationships within the team.
Preferred Qualifications:
  • Previous experience supporting Australian financial planners.
About This Opportunity:

This role offers the chance to work with a talented team, develop your skills, and make a real impact on the client experience.

You will be working in a fast-paced environment where you will have the opportunity to learn and grow with the company.

This is an excellent opportunity to join a leading Australian financial advisory practice and be part of a growing offshore team.

This role is ideal for someone who is passionate about delivering exceptional client service and has a strong desire to build long-term relationships.

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