Financial Planning Manager

3 days ago


Perth, Western Australia Overdrive Recruitment Full time
About the Role

This is an exciting opportunity to join a highly respected financial advisory firm as a Client Service Manager. In this role, you will be the backbone of our financial advisory team, ensuring seamless support for both clients and advisers.

Your key responsibilities will include:

  • Working closely with financial advisers to implement financial advice and process applications efficiently.
  • Managing client administration and compliance, including preparing key documents and statements.
  • Coordinating with investment platforms, insurers, and superannuation providers to facilitate financial transactions accurately and in a timely manner.
  • Overseeing workflow management and process coordination to ensure all financial plans are actioned precisely and on schedule.

You will also be responsible for providing comprehensive client support, from onboarding new clients to handling account maintenance and proactively addressing client needs to deliver an exceptional service experience.



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