Client Services
2 days ago
*** Hiring for Client Service Associates & Client Service Managers in PERTH ***
Looking for Experienced individuals within Wealth Management to join expanding financial planning teams as a Client Services Manager.
The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house professionals and specialist advisers.
Some of what you'll do:
Assist in preparing Statements of Advice and Records of AdviceLiaise with product providers to gather informationPrepare and lodge client applicationsMaintain accurate and compliant client filesHandle client inquiries and interact with administration platforms and fund managers
About You:
Bachelor's degree or Diploma of Financial Services (Financial Planning) preferredMin 1 years previous experience in a similar role within Financial Planning or Wealth Management desired.Strong Microsoft Office skills (Xplan or similar system knowledge is desired)Excellent communication and teamwork abilitiesDesire to help clients achieve their financial goalsStrong time management and multitasking skills
Benefits:Mentorship from experienced advisersOpportunities for professional developmentStrong social culture and supportive work environmentCompetitive remuneration package based on skills and experience
Send your CV to Sean at or apply via the portal.
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