The Business

A large Financial Planning Business that has been running for over 20 years. It is old enough to be very established, but young enough to be very tech savvy and highly compliant.

The Opportunity

They are currently seeking a Client Services Manager to support their Financial Advisers in all aspect of managing client relationships.

The role provides an array of administrative support across the client base and the broader business. This role involves a high level of client contact and the establishment and management of client accounts, preparing financial documents for client meetings and assisting with the preparation of Review documents as required.

Main Responsibilities

Tasks including but not limited to:

Enter and maintain client data

Produce Clients Reports

Implementation of new applications, including all switches or redemptions, fund manager follow-ups, share transfers and transactions.

Ensure all account queries are resolved in an efficient manner, often handling the liaison with share registries, fund managers, insurance companies and clients.

Contribute towards the maintenance of existing client relationships with the company

Maintain a high level of discretion and confidentiality, accurately maintaining all financial and statistical data on Xplan CRM

Assist with Financial Planning projects

Complete risk profiles

Undertake relevant research and development of suitable asset allocation and investments to assist with client’s strategy development, including the use of Wealth Solver software for comparisons and model portfolios.

What you need to be successful

Client focus

Exceptional attention to detail and accuracy

Excellent written and verbal communication skills

Willingness to learn, show initiative and be a positive “team player”

High level of organisation

Highest standard of ethics, confidentiality and professionalism

Excellent time management skills with ability to multi task

Qualifications & Experience

Must have experience in a similar role in a financial planning business

Intermediate skills in Word, Excel & Outlook

Build up to advanced skills in the use and understanding of Xplan CRM system

Relevant industry qualification

Understanding of Financial Planning and Investment Management requirements

What's on offer

Career progression & development supported

Training on more technical aspects of the role

Attractive salary

Fun & professional team

Formal annual salary reviews

Kiera Brown

Director, FS Recruitment
[email protected]
www.fsrecruitmentsolutions.com.au
0409 598 111