Part-Time Client Advisor Operations - Perth
Job Responsibilities About the Role As part-time Client Advisor - Operations , you will be an integral part of the Louis... more info
Plutosoft, Perth WA, Australia Client Services Specialist Perth WA, Australia Flexible
Salary:
60.00 - 80.00
Posted:
30-01-2025
Category:
Customer Service
Job Description
Plutosoft is a CRM and advice production platform for financial planners. As the industry’s complete, all-in-one solution, Plutosoft has helped to ‘rocket fuel’ the success of leading financial planning firms around Australia. We are now growing our client services team and are looking for candidates with prior financial planning experience who would like to move to a new and exciting career pathway in financial technology. Work Type Flexible Role Type Support Staff Employment Type Full Time About the role This is a client facing role where you will be working directly with financial planning practices and make a meaningful difference to how they run their business. You will draw upon your industry experience – as a current or former financial adviser, para-planner, consultant or practice manager to add real value. Depending on your experience and skillset, the role will encompass practice consulting, on-boarding, client success and/or support. Perks and benefits Based in our Perth office, but with a remote option for candidates located outside WA.Excellent remuneration commensurate with skills and experience.Strong team culture with structured career reviews, progression and social events.A high performing team with excellent career advancement and learning opportunities. Skills and experience Prior experience working in a financial planning practice. Solution focussed and motivated to solve problems quickly and creatively. Ability to build strong client relationships and trust. A ‘can-do-attitude’ and willingness to go the extra mile. Prior experience using software and systems. #J-18808-Ljbffr
Job Details
Salary: 60.00 - 80.00
Posted: 30-01-2025
Category: Customer Service
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