Forbes Fava Saville Financial Planning
Geelong, South West Coast VIC
Financial Planning (Banking & Financial Services)
Full time
About the Role
We are seeking a motivated and detail-oriented Adviser Support Officer to join our team. This full-time, permanent role is ideal for individuals who have previously worked in Client Services Officer (CSO) or Client Service Manager (CSM) positions. This role provides an excellent opportunity for career development in financial planning, and it is particularly suited to someone considering a future role as a financial planner.
Key Responsibilities
- Provide comprehensive support to financial advisers in delivering exceptional client service.
- Assist with the preparation of client documentation and account management.
- Liaise with clients and manage follow-ups on behalf of the advisers.
- Maintain accurate and organized records in compliance with industry regulations.
- Support in developing financial strategies and executing administrative tasks related to client financial planning needs.
Requirements
- Education: Degree in a relevant field (e.g., Finance, Business, Economics, or similar).
- Experience: Ideally, previous experience in a CSO or CSM role.
- Professional Development: Candidates who have completed their professional year or are looking to do so will be highly regarded.
- Financial Planning Background: Experience within a financial planning office is desirable but not essential.
- Para Planning Experience: Any experience in para planning will be valued.
Why Join Us?
- Opportunity to gain hands-on experience and develop your skills in financial planning.
- Supportive team environment focused on professional growth.
- Ideal pathway for those aspiring to become financial planners in the future.
Why Join Us?
If you are ready to advance your career and contribute to a dedicated financial planning team, we would love to hear from you. Apply today!
How to Apply:
To apply, please submit your resume and a cover letter outlining your suitability for the role to accounts@forbesfp.com.au. Please ensure your application is received by 5:00 PM, Wednesday 20th November 2024.
Note: Ensure your cover letter is tailored to the role and demonstrates why you’re a strong fit for the position. We look forward to reviewing your application!
For a copy of the position description, please email accounts@forbesfp.com.au.