About the Company:
Our clients are a medium sized Financial planning firm located in Southern Sydney with a tight knit team. They pride themselves on the great work life balance with 2 days working from home per week.

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. They provide the opportunity for your mum and dad clients who lack strategy to plan and grow their wealth in the most effective way.

This role is open to someone who either wants to grow into an adviser or enjoys the Client Service Manager position.

The Role:

• Join meetings with Senior Advisers
• Manage planner's diary, book appointments and preparing for meetings
• Develop and maintain client relationships ensuring client queries are answered
• Oversee the work of offshore team and ensure financial plans and strategy presentations are compliant
• 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:

• Bachelor degree or relevant qualifications are highly regarded
• Must have experience in the Financial Planning Industry
• Experience with Financial Planning software
• Excellent communication skills are required
• Open to progression into Professional Year

Please apply if you are interested in a confidential conversation or email [email protected] your resume and we will be in touch.