
Senior Financial Services Liaison
1 day ago
The Role
Key Responsibilities- Attending client meetings and contributing to the development of tailored financial strategies
- Assisting in the creation of comprehensive advice documents and collaborating with offshore teams
- Managing client implementation processes and ensuring accuracy and compliance
- Providing exceptional service and maintaining a strong liaison point for clients
- 2+ years of experience in a CRM, Associate Adviser or paraplanning role within financial services
- Completed or currently pursuing FASEA educational requirements
- Strong understanding of financial advice processes, including strategy development and implementation
- Excellent communication skills and a client-centric approach
- A team player who thrives in a collaborative environment
As a Client Relationship Manager/Associate Adviser, you will have the opportunity to work closely with experienced partners and advisers, gain exposure to complex advice strategies, and grow your career in a business committed to excellence and integrity.
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