Careers

Why join Centrepoint?

We support you in developing your career with on-the-job training, paid sponsorship of relevant training and courses and study leave for tertiary qualifications. And we’ll help expand your skills through secondments, external seminars, conferences, webinars and memberships.

You’ll find we offer highly competitive remuneration, an incentive structure with short term rewards, not years in the future and options for salary sacrificing. In addition our community programs and Employee Assistance Program focus on your wellbeing during and outside your working day.

Career Opportunities

Financial Advice Matters Group

Client Support Officer

The role involves the provision of general and/or specialised administration support to clients within the Financial Advice Matters Group (‘FAMG’). Working in conjunction with the broader team and assisting to support one or more Financial Advisers and their client panels. The purpose of the CSO role is to provide client support and assist advisers in meeting the needs of FAMG’s clients.

Working within the Operations team and alongside other departments this role works closely with the Financial Advice department and assists with managing client enquiries and administration needs, adviser pipeline, workflow, diary and tasks, engage with clients to book appointments, following up information and deal with day-to-day queries. Further the CSO will facilitate efficient end-to-end file processing including the preparation of documentation for all client meetings, maintenance of client file information and the submission of applications to third party product providers including following up clients and providers for outstanding information.

Responsibilities & Duties

• Engaging with Financial Advisers and their clients.
• Preparation of client meeting packs including review documentation, SOAs, ROAs and relevant applications and/or forms.
• Preparation and lodgement of applications, forms and other documentation to product and service providers.
• Data entry into Xplan or other software systems.
• Engagement with external stakeholders such as product and service providers.
• Participation in team and company arranged training and events.
• General administration tasks.

Skills & Experience

• Experience working in the financial services industry desirable.
• Excellent working knowledge of the Microsoft Office suite.
• Experience working with Xplan, insurance quotation and platform provider software desirable.
• Excellent customer service skills.
• Highly effective communication skills, both written and verbal.
• Highly effective organisation and time management skills.