Since 1993, Beresfords has been committed to helping our clients live their best life experiences through strategic wealth creation and management. We are a boutique, fee-for-service firm based in Sydney, looking to hire a fulltime Client Services Officer/ Junior Paraplanner for our Financial Planning team. Our ideal candidate is detail-oriented, a team player and willing to go the extra mile to deliver exceptional client service.
 

Who We’re Looking For

• Highly competent in providing administrative support
• Experience in financial services, wealth management or banking
• Superior written and verbal communication skills
• Keen attention to detail and able to multi-task in a fast-paced environment
• High organisational skills
• A passion for client service
• Able to work independently and efficiently within a team environment
• Has a positive outlook and professional attitude
   

Your Role

As the Client Service Officer/ Junior Paraplanner, you will be supporting a team of Financial Advisers, Associate Adviser and Senior Paraplanners. Your responsibility includes ensuring client files are accurate and up to date, completing relevant forms and applications, writing advice documents, strategy generation, and accomplishing tasks that relate to client projects. 

This position also comes with a career path for growth. 
 

Role Details

Our firm offers a great work environment where you can take ownership of your work and make a significant impact in our clients’ lives.

A competitive salary will be offered to the right candidate commensurate to their experience and qualifications.

This is a full time role where you will be working from our Adelaide office, Mondays to Fridays, from 8:30 AM to 5:30 PM, Sydney time. We are open to discuss the possibility of some flexibility to work remotely after your training period.

If this sounds like the role for you, then click the Apply button or email us at [email protected] and let us know why you are perfect for this position.

We look forward to hearing from you.