Client Services Graduate – Financial Planning – Mornington

  • 5 years ago
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Job Information

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    Posted On Sep 3 ,2014
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    No. of Openings opening
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    Job Level :
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    Job Experience :

Job Description

  • Professional development and mentoring program
  • Unlimited career opportunities long term
  • Established Mornington Business
Due to recent growth, this firm is looking for a recent graduate to join their fast growing and progressive team. The firm caters to a broad range of clientele including business, individual and HNW clients and has a reputation for excellence in everything they do. Clients have a range of Financial Planning needs, often including advice on Superannuation – including SMFS, Insurance – both personal and business as well as Investments.

In this role you will work closely with the Partners, Client Services and Para Planning staff to ensure that clients are given the best possible service.

The position will entail both administrative and Client Services duties which will include but not be limited to:

• Completion and lodgment of superannuation, insurance and investment applications
• Assisting the Para Planners with SOA preparation
• New client file set up, as well as maintenance of existing client files
• Filing, faxing, scanning and emailing of documentation
• Confirming client appointments
• Ongoing support of the Principals
• Relief reception

In addition to the above you will gain a broad range of Client Services skills, as well as having exposure to Para Planning and Advice processes. In addition to Client Services, long term career paths also include Para Planning, Compliance and Advisory.

To be successful for the position you will have completed tertiary qualifications and possess excellent written and verbal communication skills.

A working knowledge of Financial Planning or administration would be an advantage, but not essential.

This is an excellent role for someone willing to learn all aspects of Financial Planning in a friendly, co-operative and flexible environment. You will be rewarded with ongoing training and development and a fantastic career in Financial Planning.

To apply for this role please forward your resume to or contact Gavin on 03 9614 4703.