Manager, Client Services | $80K-$85K + super | Sydney South
This role will suit an experienced HNW & Investments client service manager or administration professional seeking to further develop a career in the Financial Planning sector.
- Integrated Accounting & Financial Advisory business
- Central role in busy Practice
- Manage all WIP & Team
- Client Centric advice focussed
- Work Close to Home
The Business
A fantastic opportunity has arisen to become a member of a successful, expanding Financial Planning practice within a highly successful integrated accounting and advice practice.
HNW Practice, with two Senior Financial Advisers and support staff specialising in investments and directly held assets. Dynamic, innovative, fast-paced business with a market-leading national support network.
You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.
The Position
The primary objective of the role is to provide high-level service to clients and support the Financial Planners with client enquiries, client reviews, and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function with a team of outsourced professionals.
Responsibilities:
- Implementation of SOAs / ROA's - Investment focussed.
- Prepare and process application forms
- Updating and maintaining client information within the Xplan database
- Administration and processing of client documentation
- Manage and respond to client queries
- Make and manage client appointments
- Maintain and uphold data integrity
- Adhere to all relevant risk and compliance obligations
- General administration
The Benefits
The opportunity to apply your professional capabilities in a highly focused advice firm.
Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and investment services.
Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career.
The Person
Ideal applicants will have 5 years or more experience in a Client Service or Administration role in the financial advice sector.
- Exposure to Investments & Directly held assets advantageous
- Experience with Xplan preferred
- Experience in delivering high-quality client service
- Excellent written and verbal communication skills
- Strong skills 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 a team
- Well organised with excellent attention to detail
- The ability to manage multiple tasks and deliver deadlines
- An adaptable and flexible nature
- Strong problem-solving ability
Remuneration
A competitive salary is on offer dependent on qualifications and experience.