Job Description

Join a growing team where your career can thrive!

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Nestworth is expanding, and we're excited to welcome passionate, customer-focused Client Service Managers/Associates to our Brisbane Advice team. You'll work closely with our experienced Financial Advisers in a collaborative, supportive environment that values growth and innovation.

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In this role, you'll be at the heart of our client relationships - delivering exceptional service, supporting our Advisers, and contributing to the growth of our business. You'll thrive if you bring strong communication skills, a keen eye for detail, and a proactive mindset in a fast-paced, agile setting.

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Skills:

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- Extensive knowledge and experience in financial planning.
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- Ability to build and maintain client relationships.
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- Problem-solving skills.
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- Team player with the ability to work independently.
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- The ability to conduct workflow and manage team priorities.
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Responsibilities:

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- Working closely with the Financial Adviser and their Advice pods on all facets of financial planning on both new business and ongoing service.
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- Accountability for overseeing the production of compliant financial advice and strategy presentationsto clients in a timely, efficient manner.
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- Manage workflow of your offshore paraplanners and admin support team ensuring client service standards are consistently met.
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- Manage client relationships and serve as the main point of contact for all client inquiries and requests.
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- Ensure high levels of customer satisfaction through timely resolution of issues and proactive communication with clients.
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Qualifications:

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- Degree or higher in Financial Planning or similar (or equivalent work experience).
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📌 Advice Support Manager / Junior Adviser - Brisbane (Queensland)
🏢 Nestworth
📍 Queensland