CSO/ Paraplanner

Client Services Officer/ Paraplanner

• Notting Hill location

• Use Risk Researcher and Wealth Solver for product comparisons

• Produce ROA's

• Work from home 1 day per week

Join this established and down to earth Financial Planning practice in a CSO/ Paraplanner capacity and contribute to helping clients achieve their financial goals and attain financial security.  Established over 20 years ago, this firm focuses on understanding each client's unique financial situation, goals, and aspirations and are dedicated to delivering accurate, relevant, and beneficial advice tailored to their needs.

Core responsibilities will include (but are not limited to):

• Answer incoming calls and queries

• Liaise with clients

• Prepare and lodge third-party information release forms

• Communicate with various fund managers and industry entities

• Prepare and lodge application forms, switches, policy alterations, and withdrawals, ensuring follow-up to completion

• Assist in the preparation and delivery of client newsletters (electronic and hard copy)

• Assist in arranging client functions and briefings

• Prepare Wealth Solver and Risk researcher analysis

• Ensure compliance with licensee standards

• Prepare Client Service Agreement and platform Fee Authority Documents

• Prepare Advice Documents as needed, including liaising with third-party/external paraplanners

• Administer X-plan database as needed

 To be considered, you have proven experience with the following skills and attributes:

• Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook) 

• Excellent verbal and written communication  

• Organised and able to meet deadlines  

• Continually update your ongoing qualifications to meet changes in regulations and legislation 

• Proven experience with  Xplan software to include Wealthsolver and Risk Researcher applications 

This is a new position which has been created due to substantial growth and is best suited to someone who enjoys working as part of a team in a supportive and dedicated office.

If you are intersted in this great opportunity, please apply now or contact:

Kiera Brown

Director, FS Recruitment

******@fsrecruit.com.au

0409 598 ***