Job Description
Base pay range
A$90,******/yr - A$110,******/yr
Director | Recruitment | Wealth Management | Accounting & Financial Services
About the Company:
Our client is a boutique Financial planning firm with a tight knit team in Sydney CBD.
Our client provides holistic advice for 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 your mum and dad clients who lack strategy to plan and grow their wealth in the most effective way.
This role will work with the team to onboard clients and act as the main point of contact both internal and external clients.
You will work closely with the Senior Wealth Adviser and Provisional Financial Adviser.
Responsibilities:
Timely and accurate implementation of all advice documents
Responding to current and existing client enquiries
Provide a solution focused customer experience
Edit, update and complete Statement of Advice and fee consent documents for clients




Completion and documentation of Client applications
Liaising with clients, Third Party Administrators and Product providers
Upload documents and conversation / review notes, including revising, editing and archiving
Updating processes and procedures
Work with staff to develop and fine tune the operational processes as required
Research and development of product lines e.g., Superannuation
Experience:
Minimum 3-5 years' experience in Financial Planning
Experience with Financial Planning software; XPLAN
Excellent communication skills are required
Enjoys Client Services as a career
Please Apply for this role or ****** resume for a confidential conversation.
Seniority level: Associate
Employment type: Full-time
Job function: Finance and Administrative
Industries: Financial Services and Investment Advice
#J-*****-Ljbffr

📌 Senior Client Services Manager - Financial Planning (New South Wales)
🏢 Recruitment
📍 New South Wales