Client Service Manager – Advice

Job title: Client Service Manager – Advice

Company: Randstad


Job description: About the companyThis established financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.About the roleIn this holistic role, you will have the opportunity to support two Senior Financial Advisers. You will be a main point of contact for clients and will provide strong technical expertise and support, making sure the advice is appropriate and compliant. Your responsibilities will include but won’t be limited to managing the implementation of advice, developing strategy presentations, managing the workflow between the advisor and the paraplanners, conducting the review and research of products, and providing high quality client service.Demonstrated skills

• Experience working in a client service role in Financial Planning
• Knowledge of XPlan
• Relevant degree
• Very strong attention to detail and communication skills

Benefits

• Attractive salary package
• The opportunity to work and be mentored by one of the top Financial Planner in the industry
• Positive work/life balance encouraged with potential flexible working arrangements
• Great career development opportunities with the potential to manage a team in the long term
• Fun social events

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor and email [email protected].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.Skillsclient service officer, client service manager, financial planning assistant, wealth, rg146, dfp, financial advice, financial planningEducationBachelor Degree

Expected salary:

Location: Sydney, NSW

Job date: Sat, 15 Mar 2025 02:34:22 GMT

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