$60,000 - 75,000 yearly
Number of Applicants
:000+
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About Us
My Wealth Solutions is a growing Multi-award winning boutique financial planning firm with a family-owned spirit at heart. Founded in 2011 with the goal of helping everyday families achieve financial success through professional guidance and support, we are focused on helping our clients build a brighter financial future in a way that is right for them. Every member of the My Wealth Solutions team is dedicated to working together to achieve the best outcome for our clients, whilst continuously striving to improve ourselves and the service we deliver. And that’s all while making time in our busy calendar for team building and social events.
About the role
We are on the hunt for a driven and enthusiastic Client Service Officer to join our fast-paced team. In this role, you will be working closely with the Adviser team, clients and other stakeholders to manage the implementation of the strategies documented in Statements of Advice. This role is an attractive opportunity for a candidate with excellent attention to detail, a positive attitude and prior experience in the finance industry wanting to expand their skill set.
Key Responsibilities:
These can include (but are not limited to):
Our Ideal Candidate Will Have:
As a family business, we want to help our team members achieve their full potential. This is what we offer in return:
A competitive salary, with the ability to grow with the business from a career perspective. A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training. Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.
If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter. Please note cover letter is a must if we are to assess your application.
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