Are you a Client Services Officer / Manager Officer looking for a change ? Our client is seeking a motivated and highly organised Client Services Manager to join our growing Financial Planning team.
About the role: In this role, you will play a key part in supporting a team of Financial Advisers and ensuring our clients receive an exceptional service experience. You will oversee the client service process from end to end, mentor junior team members, and help drive efficiency across our advice operations.
Key responsibilities include:
- Workflow Co-ordination - Manage end to end the Implementation of Advice
- Implement Statements of Advice accurately and efficiently
- Liaise with product providers and follow up on applications, transfers, and rollovers
- Maintain accurate client records in XPLAN, ensuring compliance obligations are met
- Support advisers with client relationships , and preparation of relevant advice documentation ;
- Assist with workflow management and provide guidance and mentoring to junior team members
About you:
- Minimum 3+ years' experience in a Client Service/Client Relationship role within Financial Planning
- Strong knowledge of financial planning processes, platforms and industry compliance requirements
- Proficiency in XPLAN (essential)
- High attention to detail, excellent time management and organisational skills
- Professional communication skills with the ability to build strong client and adviser relationships
- Team player who can also take initiative and work independently
What we offer:
- A supportive and collaborative team culture
- Career development opportunities within a growing business
- Market-competitive salary package
- Central office location with modern facilities
- This is an exciting opportunity for a dedicated financial planning professional with strong insurance expertise to step into a senior role and make a real impact.
Salary Range $85 - $100 k plus super based on your experience
For more info please contact Stephen Carton on 04•••••970 or email me at *******@advancerecruitmentpartners.com.au for a confidential discussion.