client services officer in brisbane cbd

posted
job type
permanent
salary
AU$ 62,000 per month
apply now

job details

posted
location
brisbane cbd, queensland
job category
banking & financial services
job type
permanent
salary
AU$ 62,000 per month
reference number
90M0345917_1526282971
phone
000
apply now

job description

This is a great role and career development opportunity for someone who currently holds their DFP and has worked previously in an Advice practice.

The Role:

  • This role includes end to end support for up to 3 Senior Financial Advisers.
  • Assistance for Advisers including preparation of Advice documentation and client contact.
  • Using the CRM System XPLAN to carry out your day to day duties will be a key focus.
  • Data collection and reporting for Advisers and carrying out follow up work.

About You

  • Forward thinking individual who has the ability to think quickly and precisely.
  • Fantastic organisational skills and communication skills.
  • You must hold your DFP in order to be successful.
  • Positive can do attitude and team player.
  • You will have a strong understanding of Advice processes and Compliance
  • Also an understanding of regulatory changes within the industry at present and the different governing bodies, ASIC, FOFA and APRA etc.

For more information please apply direct or contact Phil Smith on 0416576473

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Qualified CSO Position

qualification

Diploma of Financial Planning

educational requirements

Associate Degree/Diploma