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1 job found in North Sydney

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    • north sydney, new south wales
    • permanent
    • full-time
    About the companyThis highly regarded and well established independent advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for a Client Relationship Manager to join the team and work closely with advisers.About the role In this Client Relationship Manager role you will have the opportunity to support the 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 funds, superannuation and insurance providers, and client greetings and follow up.This is a great opportunity for an experienced Client Service Officer or Manager looking for a step up and the opportunity to work for a successful business.Demonstrated skillsExtensive experience working as a Client Service Officer/Manager in Financial PlanningXPlan experience is crucialOutstanding communication and presentation skillsGood understanding of compliance frameworks in the advice industryDFP accreditation Benefits Very attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to supervise a team and/or build on technical skillsFun social eventsTo apply for this role, click on the 'Apply Now' button or 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.
    About the companyThis highly regarded and well established independent advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for a Client Relationship Manager to join the team and work closely with advisers.About the role In this Client Relationship Manager role you will have the opportunity to support the 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 funds, superannuation and insurance providers, and client greetings and follow up.This is a great opportunity for an experienced Client Service Officer or Manager looking for a step up and the opportunity to work for a successful business.Demonstrated skillsExtensive experience working as a Client Service Officer/Manager in Financial PlanningXPlan experience is crucialOutstanding communication and presentation skillsGood understanding of compliance frameworks in the advice industryDFP accreditation Benefits Very attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to supervise a team and/or build on technical skillsFun social eventsTo apply for this role, click on the 'Apply Now' button or 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.

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