Client Services Specialist

Plutosoft is a CRM and advice production platform for financial planners. As the industry’s complete, all-in-one solution, Plutosoft has helped to ‘rocket fuel’ the success of leading financial planning firms around Australia.

We are now growing our client services team and are looking for candidates with prior financial planning experience who would like to move to a new and exciting career pathway in financial technology.

About the role

This is a client facing role where you will be working directly with financial planning practices and make a meaningful difference to how they run their business.

You will draw upon your industry experience - as a current or former financial adviser, para-planner, consultant or practice manager to add real value. Depending on your experience and skillset, the role will encompass practice consulting, on-boarding, client success and/or support.

The perks

Based in our Perth office, but with a remote option for candidates located outside WA.
Excellent remuneration commensurate with skills and experience.
Strong team culture with structured career reviews, progression and social events.
A high performing team with excellent career advancement and learning opportunities.

Skills and experience

Prior experience working in a financial planning practice.
Solution focussed and motivated to solve problems quickly and creatively.
Ability to build strong client relationships and trust.
A 'can-do-attitude' and willingness to go the extra mile.
Prior experience using software and systems.