16th May, 2025
Who the Company is?
Pride Advice
Established in Adelaide and Sydney, Pride Advice is a leader in Financial Services with clients, both locally and around Australia. Strong, loyal, protective and fearless. These are the attributes that our Client regards as fundamental to the way it cares for and protects its clients.
Their Financial Advisers have a proven track record of helping their clients plan for success; from starting a business to buying a house, having a family to preparing for retirement.
They see themselves working to make clients feel safe and remove the cloud of mystery that sometimes shrouds the profession of financial planning and wealth creation.
As a holistic financial advice firm, their team of specialists have a reputation for advising on all aspects of Financial Advice with specific strengths in:
- Superannuation
- Retirement Planning
- Investments including SMSF and SMA
Due to continued growth and success, Pride Advice are looking for an ambitious and motivated individual to join their Client Services Team in the role of Client Service Officer. This position is perfect for someone who is looking to build their career within the financial planning sector, with training provided and career progression available and actively supported and encouraged.
Positions are available in both their Adelaide and Sydney teams.
What you will be doing and will be responsible for: The Client Services Officer is responsible for performing the client service administration from the implementation meeting through to completion, in a timely manner. You will also be responsible for ensuring all elements of the ongoing service offer is provided to each client. Your role will also require you to be present during parts of client meetings and assist clients with general, non‐advice related queries.
The Client Services Officer will also work as part of the overall Client Services Team, assisting other members of this team in meeting targets of service delivery, assisted by the Administration Officer.
Key Responsibilities: - General client administration
- Manage implementation of all new business
- Liaise with client as required
- SOA/ROA Implementation
- CRM maintenance
- Compliance checklists
- Platform Administration
‘What you look like’ and need to demonstrate to be successful’ To be successful in this position, our Client is looking for a great team member who can demonstrate the below:
- A minimum of 12 months experience within the financial planning sector
- Highly developed administration skills
- An interest in the financial sector
- Strong customer service/client relationship skills
- Ability to demonstrate that you are a positive and supportive team member, have a high attention to detail and organisation skills
- Enjoy interacting with clients and working with a close and growing team; and
- Highly productive, efficient, solution orientated and a forward thinker.
What can the Company offer? - Competitive salary
- Flexible working hours
- Long term career progression and development opportunities
- Extensive and ongoing professional development
- Fun and social team environment
Sounds like you? If you answered yes, please click the apply now button and submit your application by providing a cover letter which highlights your experience relevant to the areas covered under ‘What You Look Like’ along with your resume (please combine your cover letter and resume in one document), and complete the screening confirmation questions relevant to this position (please allow 10-15 minutes to complete the application process).
If you'd like to learn more, don't hesitate to reach out to our team on 0435 843 155. We maintain the discretion to extend an offer at any stage of the recruitment process. If you are interested in the position submit your application as soon as possible!
To streamline the process, we kindly request that recruiters and candidates refrain from directly contacting the client. The client has enlisted the services of BespokeHR exclusively for this role. If you or any potential candidates are interested in applying, kindly utilise the provided 'apply' button.
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