Client Services Officer - Financial Planning

Poynter Hargraves Wealth

Established nearly 40 years ago, Poynter Hargraves Wealth is an independent financial planning and wealth management firm based in Mile End, South Australia. We have built our business on long-term client relationships, personalised advice and a commitment to providing exceptional service.

Our team is passionate about helping clients achieve their financial goals and providing quality advice and support throughout their financial planning journey.

We are seeking an experienced Client Services Officer to join our growing team at our Mile End office.

This is a full-time position providing high-quality client service and administrative support to our financial advisers. You will play an important role in ensuring our clients receive a professional and seamless experience, while supporting our advisers across all aspects of the advice and implementation process.

This is a hands-on role suited to someone who has genuine financial planning client services experience, is highly organised and takes pride in getting the details right.

• Managing client relationships and acting as a key point of contact for client enquiries and requests

• Providing day-to-day administrative support to financial advisers

• Preparing and coordinating financial planning documentation, reports and correspondence

• Processing client applications, forms, transactions and implementation requirements

• Maintaining accurate and up-to-date client records and documentation

• Managing client follow-ups and ensuring outstanding actions are progressed within required timeframes

• Scheduling and coordinating client meetings and adviser diaries

• Assisting with new client onboarding and ensuring all required documentation is completed

• Liaising with investment platforms, product providers and other external parties on behalf of clients and advisers

• Maintaining accurate records in XPLAN and other financial planning systems

• Supporting advisers throughout the advice, implementation and ongoing service process

• Ensuring work is completed accurately and in accordance with internal procedures and compliance requirements

We are looking for someone who has genuine financial planning Client Services experience and understands what is involved in supporting advisers and clients within a busy advice practice.

You will ideally have:

• At least 2 years' experience in a financial planning Client Services Officer role

• Experience working with XPLAN and investment platforms

• A strong understanding of financial planning terminology and processes

• Excellent organisational and time management skills

• Strong attention to detail and a high level of accuracy

• Excellent written and verbal communication skills

• The ability to manage competing priorities and meet deadlines

• Confidence communicating with clients, advisers and external providers

• A proactive approach and the ability to work independently

• A strong understanding of confidentiality, privacy and compliance requirements

• A positive, team-oriented attitude

A Certificate III or higher qualification in Financial Services is desirable but not essential.

We believe great client service starts with having a great team behind it.

We offer:

• Competitive remuneration based on experience

• A supportive and collaborative team environment

• The opportunity to work closely with experienced financial advisers

• Ongoing training and professional development

• Flexible working arrangements where appropriate

• Opportunities for career development and progression

• The opportunity to be part of an established business with nearly 40 years of experience in financial planning

If you are an experienced financial planning Client Services Officer looking for your next opportunity, we would love to hear from you.

Please submit your resume and a brief cover letter outlining your experience in financial planning client services.

Join the Poynter Hargraves Wealth team at Mile End, SA.