Client Service Officer

Zanetti Recruitment

Not your usual CSO role. Niche business in a larger structure. Support the team and clients whilst developing skills for your career.

  • Strategically strong and relationship driven
  • Ethical and advice driven - The service sells itself
  • Gain more experience in 12 months than many other firms
The Client
The firm is recognised as a successful business specialising in retirement planning advice, with a focus on product agnostic advice solutions.

Strategically strong and relationship driven, they deliver a proposition that many of their clients become friends of the business. 

The business prides itself on the highest quality of advice and acting in the client’s best interest, with their focus on client service resulting in rewarding long term client relationships.

The Role
For the right person, the role will be tailored to suit - you will be working and mentored directly by the senior Financial Planner, participating in client interviews and assisting with the development and implementation of financial strategies for new and existing clients.

You will assist with all aspects of delivering a completed financial plan, whilst also acting as a conduit to an external paraplanning resource. This is a career opportunity including career advancement

Qualifications, Experience & Skills
  • Experience in a financial planning/superannuation environment
  • Workflow, prioritisation and time management skills
  • Knowledge of administration systems e.g. Midwinter, XPLAN, Coin is ideal but not mandatory
  • Self-motivated with regard to personal and professional development

What Next?

You can apply for this role online. Or if you prefer to discuss this role in confidence before making an informed decision, please contact Ric Zanetti on 07 3229 9554