Client Service Officer - Financial Planning

Our client, delivers tailored business solutions, including cutting-edge technology optimization, digital marketing, and high-quality operational support, all designed to streamline processes, enhance client experiences, and fuel business growth.

Key Responsibilities:

• Gather data from investment & insurance providers
• Maintain client management systems (data entry)
• Assist in client meeting preparation (pre & post), including file notes
• Generate monthly product reports
• Ensure seamless delivery of advisors services

Requirements

• 1 year experience in the Australian financial planning industry
• Qualified/Part-qualified in a degree in Management, Accounting, Finance or equivalent professional qualification.
• Fluent English with excellent communication skills
• Sharp eye for detail is key!

If you are interested, please send your CV to jobs@mindplus.global or apply below.