Client Services Officer/Associate Adviser

About the role

Join a growing financial planning practice and support a financial adviser managing a substantial client portfolio. You'll help service an existing client base while developing your own pathway into advice and the Professional Year. 

• Support adviser with client reviews and follow-up
• Manage client files and workflow tasks
• Assist with strategy development and implementation
• Submit paraplanning requests and track progress
• Attend client meetings and prepare documentation
• Liaise with clients and internal stakeholders
• Assist with ongoing servicing of existing clients
• Build capability toward managing your own client base

Skills & Experience

• Experience as a CSO or Associate Adviser within a financial planning firm
• Knowledge of holistic advice and strategies
• X...