This highly regarded and successful national advisory firm, perfectly located in the heart of the CBD is seeking a polished, professional and ambitious addition to their team. With a great culture and supportive management, the person who takes on this role will have the opportunity to showcase their skills in client services management and become an integral part of the team.
Providing tailored holistic advice to a variety of clients, the successful candidate will be a valued part of the advice process by providing the highest quality support to Financial Advisers. In doing so, your responsibilities will include handling client enquiries, liaising with external stakeholders, assisting with client applications, maintaining information on Xplan, implementing advice and preparing documentation for meetings.
To be considered for this position, candidates must have:
- Prior experience as a Client Services Manager within the Financial Planning industry
- Solid experience managing the implementation of holistic advice
- Strong experience using Xplan
- Excellent written and verbal communication skills
- Exceptional attention to detail
This is a fantastic position for someone interested in continuing a career in client services management. The ideal candidate will be someone who is highly organised, able to multitask and able to work in a collaborative team environment.
If successful, you will have the chance to continue your career with a team that is bright, professional and genuinely love what they do! You will also be encouraged and supported throughout your career.
Don't miss the opportunity to work with an emerging leader in the Wealth Management space. The ongoing opportunities provided by this firm will be vast and exciting!