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 skilled 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 professional 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