Job Description

Base pay range

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A$75,000.00/yr - A$92,500.00/yr

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Position

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Client Services Associate / Client Services Manager – Perth

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The Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams.

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The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, and collaboration with in-house professionals and specialist advisers.

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Some of what you'll do

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- Assist in preparing Statements of Advice and Records of Advice
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- Liaise with product providers to gather information
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- Prepare and lodge client applications
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- Maintain accurate and compliant client files
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- Handle client inquiries and interact with administration platforms and fund managers
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About You

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- Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred
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- Min 1 year's previous experience in a similar role within Financial Planning or Wealth Management desired
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- Strong Microsoft Office skills (Xplan or similar system knowledge is desired)
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- Excellent communication and teamwork abilities
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- Desire to help clients achieve their financial goals
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- Strong time management and multitasking skills
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- Mentorship from experienced advisers
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- Opportunities for professional development
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- Strong social culture and supportive work environment
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- Competitive remuneration package based on skills and experience
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Send your CV to Sean at [email protected] or apply via the portal.

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Seniority level

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- Associate
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Employment type

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- Full time
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Job function

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- Administrative and Finance
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Industries

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- Financial Services and Administrative and Support Services
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📌 Client Services - Financial Planning (Perth)
🏢 The Andersen Partnership
📍 Perth