About the Company:
Our client is a professional, highly regarded and established business based in Melbourne's Inner suburbs. They offer their clients financial planning, lending and accounting advice and pride themselves on their strong client relationships and ability to tailor holistic financial advice to meet the needs of each of their clients. They work with primarily HNW clients and enjoy a friendly team environment and culture that encourages ongoing career development.
About the Role:
An opportunity has become available for an experienced Client Services Manager to join the team and work alongside a Senior Financial Planner. Your role will be varied and key duties and responsibilities will include:
- Working closely with and providing support to a busy Senior Financial Planner
- Being the first point of contact for all client enquiries
- Liaising with clients throughout the duration of the advice process
- Attending client meetings alongside the Financial Planner
- Assisting with the preparation and implementation of SoAs
- Utilising Xplan on a daily basis
- Overseeing the advice process from beginning to end for clients
The Successful Candidate:
To be successful for this role, you must have previous experience working in a similar client servicing/support capacity within Financial Planning. You will ideally have experience dealing with HNW clients and exposure to holistic advice (including SMSFs), as well as experience attending client meetings and helping to manage the advice process. Xplan experience, along relevant industry qualifications are also preferred.
What's in it for you?
This is a brilliant opportunity for someone looking to take their career in Financial Planning to the next level. You will be given the opportunity to work very closely with clients and offered ongoing career development/progression in the role. There is a great salary of offer and you will join a genuinely great working environment and team that you will thoroughly enjoy being a part of!
Please send through your application using the 'Apply' link.
Any questions can be directed to Selina Moschoyiannis on 0400 627 654, or at firstname.lastname@example.org