relationship manager - advice remediation in Sydney CBD

posted
contact
jeremy oconnor, randstad
job type
permanent
apply now

job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0380061_1553559943
contact
jeremy oconnor, randstad
apply now
Apply with

job description

The Company

This well regarded financial services organisation is a leader in the Australian market, providing advice to a wide, diverse, and affluent range of clients. Based in Sydney CBD, they are known for providing outstanding career growth opportunities as well as excellent training in the Wealth Management industry.

The Role

In this role, you will be a main point of contact between the head office and the salaried and non salaried advice channels. You will collect relevant data and information from Practice Principals, Advisers and other licensee stakeholders and ensure compliance requirements are met. You will develop strong relationships and look after the businesses by providing support and education on right practices.

Your Experience

You will be DFP compliant and have extensive experience working in the Financial Planning industry. You will have excellent stakeholder engagement as well as technical skills. The right person will be rewarded with a very lucrative salary package and great career development opportunities.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor at 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.

skills

financial planning, paraplanning, remediation, rg146, vetting, relationship manager, advice

qualification

ADFP

educational requirements

Associate Degree/Diploma