Description:
Our client has steadily grown for the last eight years. Now a team of 50 with offices across Queensland, they provide expert financial advice to thousands of happy customers.About the role
This permanent full-time role will support the financial advisors and clients by implementing the advice given. Working with a tight knit team of fellow administrators, extensive training and support will be given. Duties include:
- Assist with internal and external enquiries
- Client data management using Xplan
- Prepping statements of advice
- Implementation of financial advice with product providers
- Corresponding with clients via email, telephone and in person
- Any other duties as required
- Must have prior experience as a Client Service Administrator or Implementations support in the financial advice industry
- Experience using the Microsoft Office Suite
- Experience using Xplan or similar financial planning software is an advantage
- Early finish every Friday
- Great location
- Thorough training and support throughout your career
- Opportunities to progress for the right candidate
- Regular team social events
- Great place to work - LH Recruitment Co has placed 7 happy candidates here over the last two years!
If you are looking for a long-term stable opportunity with a tight knit team, please click on the apply button. If you would like to learn more reach out to Louise on 0417 869 766.
25 Apr 2025;
from:
uworkin.com