Job Description
The Company & Culture
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Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across a broad range of financial services, lending, and insurance. Itis acommittedteam environment, and they support ongoing training and personal development whilst recognising and rewarding good performance.
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The Role
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In this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:
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Processing of day-to-day administrative tasks
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Scheduling and following up on client appointments
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Updating client information into XPLAN (CRM)
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Hands-on role assisting the team with the implementation of advice
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About You
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You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:
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Excellent communication and interpersonal skills
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Strong team ethic and motivated to succeed
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Strong understanding of the financial planning process
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Have the ability to work unsupervised or as part of a team
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Must have experience with XPLAN
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This could suit a career CRM/CSO or someone who is looking to progress to advice. The Senior Advisers in the business are open to mentoring quality candidates through their Professional Year.
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Benefits
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Work within a large skilled office space
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Education supported financially
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Work from home and in the office
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Strong salary package, up to $90,000 + Super, reviewed annually
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Career advancement is encouraged
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Strong broad-based benefits in place
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📌 Client Relationship Manager (Queensland)
🏢 Profusion Group
📍 Queensland