Client Service Officer – Financial Planning – Engage Financial Solutions in Colombo, Western Province
Engage Financial Solutions is currently accepting applications for the position of Client Service Officer - Financial Planning in the Western Province area. We are actively seeking qualified candidates for this Full-time opportunity.
We are looking for individuals who possess strong Finance and Sales skills and have a minimum of Entry level in the field. Along with technical expertise, we highly value qualities such as integrity, discipline, and a strong sense of responsibility in our potential employees.
Engage Financial Solutions operates within the Facilities Services industry. If you are interested in joining our esteemed organization, we encourage you to submit your application without delay.
Job Information
| Company: | Engage Financial Solutions |
| Position: | Client Service Officer - Financial Planning |
| Region: | Colombo - Western Province, Western Province |
| Education: | Confidential |
| Job Function: | Finance and Sales |
| Seniority Level: | Entry level |
| Job Type: | Full-time |
| Industry: | Facilities Services |
Job Description
Engage Financial Solutions is an Australian-based, multi-sourcing financial services provider specializing in paraplanning, accounting, administration, and practice management for our clients in Australia.
Make a Difference in People’s Lives
- Liaise with Financial Advisors to implement financial plans (SoAs/RoAs)
- Gather data from investment & insurance providers
- Maintain client management systems (data entry)
- Assist in client meeting preparation (pre & post), including filenotes
- Generate monthly product reports
- Ensure seamless delivery of advisor’s services
We’re Looking for a Rockstar
- 1 year experience in the Australian financial planning industry
- Qualified/Part-qualified in a degree in Management, Accounting, Finance or equivalent professional qualification.
- Fluent English with excellent communication skills
- Sharp eye for detail is KEY
Join Our Thriving Team
- Competitive salary
- Ongoing training & career development (also into paraplanning)
- Incentives & bonuses
- Hybrid work environment (office & remote)
- Birthday perks
Please only apply if you have experience in the Australian financial planning industry
Send your CV to [email protected]
Benefit
- Gaining experience
- Taught first
- Receiving a bonus for overtime
Application Requirements
- Relevant formal education
- Work experience in the related industry is a plus
- Ability to adapt and learn quickly
Company address
| Province | Western Province |
| City | Colombo |
| Full Address | WV85+X43 Beyond, Colombo, Sri Lanka |
| Google Map | Google Map |
Job Application Information
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