Client Service Manager | $75k | Canberra
- Privately owned mature boutique financial planning firm
- 2 x Offices and 3 x Senior Financial Advisers
- Learn about financial advice and process
- Mentoring from a senior Professional
- Variety, mentoring and growth position
This is a great opportunity to become a member of a financial advisory firm and guarantees a fantastic career growth. Grow your knowledge, skills and experience in a successful growing practice.
The Business
The business provides financial planning and wealth management services with a focus on guiding Clients towards achieving their ideal financial and lifestyle goals.
The business specialises in providing advice to professionals, executives, business owners and high net worth individuals. Their team is led by highly skilled advisers who each have a minimum of 15 years of experience working with clients through challenging periods, including the Global Financial Crisis.
The business has the existing company structure:
- 2 x Offices (Brisbane and Canberra)
- 3 x Senior Financial Advisers (2 in Brisbane and 1 in Canberra)
- 3 x Support Staff (2 in Brisbane and 1 in Canberra who will be placed by this recruitment) and additional outsourced Paraplanner
The Position
The primary objective of the role is to provide an exceptional service and support to the Financial Planners with client relationships, enquiries, client account management, client reviews, and advice implementation. You will also act as a liaison between the clients and the firm and ensuring that the clients receive the assistant they need, and their expectations are met.
Responsibilities:
- Implementation of SOA’s/ROA’s and client strategies
- Prepare and handle application forms and comprehensive financial plans
- Maintain and update client information in the Xplan database
- Manage the administration and processing of client documents
- Address and handle client inquiries and concerns effectively
- Oversee and schedule client appointments efficiently
- Ensure the integrity and accuracy of client data is maintained
- Ensure compliance with all applicable risks and regulatory obligations
- Collect pertinent financial data and documents
- General administration
The Benefits
Learn from highly skilled and experienced advisers that offer wide opportunities for learning from their expertise and gaining valuable experience and insights that will be relevant to your development and further accelerate your professional development in the financial planning industry.
You will have the opportunity to have a continued professional training and the opportunity to complete your Professional Year and take on a full Financial Advice Role in time.
You can benefit from learning about the process and advice involved in financial planning which will provide you with a comprehensive and significant understanding of the industry’s best practices and strategies. These will equip you with the knowledge to deliver effective and comprehensive financial advice to clients.
Be exposed to client meetings that allow you to observe firsthand how experienced and expert the advisers are in interacting with clients, understanding their needs, and developing tailored recommendations for them. This allows you to enhance your client communication skills and provide insights and practical application of financial planning concepts.
The Person – ‘You’
Ideal applicants must possess the following key skills required in a role:
- Knowledgeable in Financial Planning industry
- Experience or proficiency in using XPlan is preferred
- Possession of a degree is preferred
- Strong desire for continuous learning and personal growth
- Dedication and passion for pursuing in financial planning career
- Positive and enthusiastic demeanor
- Experience in delivering high quality client service
- Outstanding written and verbal communication abilities
- Proficiency in Microsoft Teams, Word, Excel, and Outlook
- A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
- Well-organized with meticulous attention to detail
- Capable of managing multiple tasks and deliver to deadlines
- An adaptable and flexible nature
- Possession of strong problem-solving ability