relationship manager – file collection – remediation in Sydney CBD

posted
contact
scott sherwood, randstad
job type
permanent
salary
AU$ 90,000 - AU$ 120,000 per year
apply now

job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
AU$ 90,000 - AU$ 120,000 per year
experience
2 years
reference number
90M0380421_1553483599
contact
scott sherwood, randstad
apply now
Apply with

job description

Relationship Manager – File Collection – Remediation

CBD Office

Relationship Based Role

110K

The Company

Well known Wealth Management Leader is currently looking for experienced Financial Planning Industry Professionals to look over advice provided to their clients within a team of industry experts. This role will see you work alongside industry leaders in financial planning. Outstanding career development opportunities exist within this large group.

The business offers outstanding service helping their clients reach their financial goals.

The Role

This is a role where you will be using your relationship management skills to manage communications between head office and practice owners/advisors. Getting relevant files and advice from their business is the main responsibility in this role. Head office will trust you to gather the relevant data so they are able to provide remediation services to their customer base

You will be adding value to these businesses by understanding how they work and building best practice principles with them.

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Your Experience

You must have worked in a financial planning dealer group in a relationship management capacity ie. Relationship Manager, PDM, BDM, PM ect.

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at Scott.Sherwood@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

Dealer Group, Compliance, SOA's

qualification

RG-146 but not mandatory

educational requirements

Associate Degree/Diploma