Client Relationship Manager

4 days ago

Canberra, Australia Chandler Macleod Full time

**About the Company**:
Our client is a boutique that specialises on high net worth 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 high net worth clients who lack strategy to plan and grow their wealth in the most effective way. This position is the ideal position if you are a recent Financial Planning Graduate or have experience working as an adviser assistant looking to progress to a Professional year and work with high quality advisers.

**The Role**:

- Timely and accurate implementation of all advice documents
- Prepare Client Portfolio Reviews
- Attend client meeting with advisers and work on strategies.
- Develop and maintain client relationships ensuring client queries are answered
- Processing new client packs including conducting analysis on client's superannuation/investments
- 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**:

- Must have experience in the Financial Planning Industry
- ADFP or DFP qualified with a degree
- Hold 1+ years experience as an Adviser Assistant
- Experience with Financial Planning software; XPLAN
- Excellent telephone manner and relationship management skills

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