client service manager - wealth management.

This growing financial advice business based in CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals.

Following a recent platform acquisition, they are looking for an experienced Client Service Manager to join their journey and play a key part in their long term success.

About the role

In this Client Service Manager role you will be supporting 2 Senior Financial Planners and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to implementation of advice, administrative duties, XPlan tasks management, liaising with fund providers and client greetings and follow ups.

This is an exciting opportunity for an experienced Financial Planning Assistant or Client Service Officer/Manager, to join a successful and fun business that provides great work life balance and career development.

Demonstrated skills

• 2+ years experience working in Financial Planning as an Assistant or Client Service
• RG146 qualifications
• Understanding of compliance frameworks in the advice industry
• Strong attention to detail and strong communication skills

Benefits

• Attractive salary package
• Opportunity to work in a successful and fun business
• Positive work/life balance encouraged with potential flexible working arrangements
• Great career development opportunities
• Fun social events

To apply for this role, click on the 'Apply Now' button

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.