The Company:

This is a long-standing, independent, successful practice located in Sydney. The mission is to provide high-quality advice to help clients achieve their financial and life goals. They have a defined code of ethics, and a strong reputation for quality within the industry.

The Role:

As a Client Relationship Manager, you will support the Financial Planner to enhance client relationships and deliver exceptional financial planning support, as well as taking on various aspects of Paraplanning. This hybrid role offers variety and breadth and is perfect for someone looking to gain valuable industry experience and leverage the opportunity for career development.

Key Responsibilities:

• Support the main Financial Adviser by assisting in preparing for client meetings, managing documentation, and maintaining compliance
• Prepare documentation for client reviews, update data, and ensure timely completion of meetings
• Preparing compliant, high-quality SOAs, ROAs, and supporting documents that reflect each client's goals and circumstances
• Writing clear summaries and reports that outline key recommendations and strategy rationale
• Maintaining documentation and ensuring all advice materials meet compliance standards and internal policies
• Providing technical support through financial planning tools and software, helping ensure accuracy and efficiency
• Prepare correspondence, respond to inquiries promptly, and coordinate client details
• Update client information accurately, act upon instructions promptly, and ensure database integrity
• Answer general enquiries from clients

Qualifications & Skills:

• 2-4 years' experience in client services in a financial planning context
• Strong commitment to exceptional client service
• Excellent communication, multitasking, and time management
• Proficiency in administration system XPlan
• Attention to detail and problem-solving ability
• Ability to work collaboratively in a professional team
• Technical knowledge of legislative and industry standards
• Exceptional interpersonal skills and relationship-building
• Analytical thinking and verbal/written communication