HJC Accountants & Financial Advisers are a boutique Geelong-based business who have been servicing clients across the region since 1985. They pride themselves on building long-standing client relationships, providing accounting, taxation services and financial planning to small and medium enterprises as well as individuals.
HJC are seeking a new graduate or first year Paraplanner/Client Services Officer to join the team and advance their career.
The successful applicant will possess exceptional interpersonal skills, a high level of attention to detail and will be enthusiastic in developing their skill set to become a Financial Advisor in the future.
Key responsibilities of the role will include:
- Assist in the management of a group of clients that will be assigned specifically to you;
- Generation of compliant and client-friendly Statement of Advice (or Record of Advice) documents in a timely and efficient manner;
- Generation and lodgement of advice implementation paperwork;
- Preparation of fee disclosure and Opt-in documents;
- Preparation of paperwork for client appointments;
- Undertaking input modelling data to assist the Financial Advisors to decide on the most appropriate client direction;
- Preparing research for Financial Advisors;
- Liaising with clients directly including arranging client appointments and follow up of clients
