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client service manager - financial advice.

job details

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    job details

    The Company

    This independent financial planning firm is known for providing outstanding financial advice to a well established network of high net worth clients. Their Eastern Suburb office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.

    The Role

    In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their High Net Worth clients. Your responsibilities will include but won’t be limited to administrative duties, implementation of advice, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an existing client service officer looking for career development and high net worth client exposure.

    Your Experience

    You will need to be DFP compliant. You will have a minimum of 3 years experience working in a client service role within a Financial Planning business. You will have good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with an attractive salary package as well as unique career development opportunities.

    The Benefits

    • Very attractive salary package
    • Great career development opportunities in Paraplanning or Financial Planning
    • Collaborative culture
    • Fun events

    To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on email - Jeremy.oconnor@randstad.com.au.

    At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

    The Company

    This independent financial planning firm is known for providing outstanding financial advice to a well established network of high net worth clients. Their Eastern Suburb office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.

    The Role

    In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their High Net Worth clients. Your responsibilities will include but won’t be limited to administrative duties, implementation of advice, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an existing client service officer looking for career development and high net worth client exposure.

    Your Experience

    You will need to be DFP compliant. You will have a minimum of 3 years experience working in a client service role within a Financial Planning business. You will have good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with an attractive salary package as well as unique career development opportunities.

    The Benefits

    • Very attractive salary package
    • Great career development opportunities in Paraplanning or Financial Planning
    • Collaborative culture
    • Fun events

    To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on email - Jeremy.oconnor@randstad.com.au.

    At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.