About the Company:
Our client is a leading Financial planning firm that has been specialising in Wealth Creation and Retirement planning for over 35 years. They have grown into five office locations with over 3,500 clients across Australia and internationally.

This role will be managing a team of in-house Client Service Officers. This is the ideal role for an experienced adviser assistant looking to take their next step into management and work on more complex clients.

Our clients pride themselves on the great work life balance career development opportunities. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.

The Role:

• Manage a team of CSO's
• Timely and accurate implementation of all advice documents
• Work closely with advisers on high-value clients
• Develop and maintain client relationships ensuring client queries are answered
• Detailed understanding of client portfolio to deliver a detailed response
• Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
• Complete adhoc tasks and work on best practice strategies

Skills & Experience:

• Experience with people leadership is highly regarded
• At least 3+ years experience supporting financial advisers
• Must have experience in the Financial Planning Industry
• Experience with Financial Planning software; XPLAN, AdviserLogic highly regarded
• Excellent communication skills are required
• MUST be Australian Citizen or Permanent Resident with full working rights

Please apply if you are interested in a confidential conversation, or email [email protected] your resume.