September 17, 2024

The Recruitment People

Gold Coast

FULL TIME

CSO / Client Service Officer / Team Leader

The Recruitment People provide Recruitment and HR Solutions.

Are you an experienced professional with a background in financial planning and a passion for exceptional customer service? We’re recruiting for a Client Service Officer (CSO)/ Team Leader for a leading financial planning firm, located in a modern office with convenient parking on the Gold Coast.

The Role: This full-time, permanent position offers a dynamic work environment with a supportive team, early Friday finishes(optional) and excellent career growth opportunities. As a CSO / Team Leader, you will oversee the reception team, manage outsourced paraplanning services, and streamline office processes.

Monday - Friday: 8:30 AM – 5:00 PM
Early Friday Finish: Optional
Career Growth: Potential to advance to an Associate Advisor role
Team Leadership: Oversee receptionists and outsourced team
Office Environment: Professional and collaborative team culture

Key Responsibilities:

Lead and manage the reception team and outsourced paraplanning services
Ensure excellent client support, creating lasting professional relationships
Assist in the preparation of SOA’s
Assist in preparing portfolios and reports
Help with research for advisors when required
Collaborate with the financial planning team to support client goal achievement
Maintain rigorous compliance and accurate client documentation
Provide hands-on support with Xplan and other financial planning tools
Utilise Excel and other platforms for data management and reporting

Applicant Requirements:
We are looking for a proactive and dedicated individual with a solid background in financial planning. Ideal candidates will possess:

Proven experience in a similar financial planning client support role ( min 3 years experience)
Proven track record as a leader of people &process is highly advantageous
Strong organisational and multitasking abilities
Excellent interpersonal and communication skills
Meticulous attention to detail and compliance knowledge
Experience with Xplan and Excel
A desire for career growth and leadership opportunities
Familiarity with financial products and platforms

This is an on-site role (not hybrid), located in a modern office with parking facilities. If you’re ready to contribute your expertise and leadership skills to a vibrant team, apply today!
Shortlisted applicants will be contacted.