Qualifications & Experience

Essential

- Experience in a financial advice supporter client service role.

- Experience with financial advice technology.

- Experienced in supporting financial advisers to execute financial advice.

- Client management and communication skills.

Desirable

- Undergraduate qualifications.

- Specialist accreditations.

- Paraplanning experience.

Technical Skills

- Abilitytouseinitiativeandworkautonomouslyinensuring deadlines are met.

- Well-developedverbalandwrittencommunicationskills.

- DemonstratedPCliteracy.

- FinancialAdviceStrategyandProductknowledge

- Strongrelationshipbuildingskills.

- Provenclientmanagementskills.

- High-levelcommunicationskills,bothwrittenandverbal.

- Excellentpersonalorganizationandtimemanagementskills, withtheabilitytocoordinateworkflowthroughprioritizationof tasks, diary management, etc.

Job Purpose:

Support financial advisers in the delivery of high-quality management, etc.

Behavioural Approach

Client Centric Approach

Demonstrates a strong commitment to client service, ensuring the needs and satisfaction of clients are prioritized.

Effective Communication

Communicates clearly and professionally, both verbally and writing, tailoring the message to suit different audiences. Listens attentively to clients and colleagues, ensuring full understanding before responding or taking action.

Attention to Detail

Demonstrate thoroughness in all tasks, ensuring accuracy in analysis and documentation

Teamwork/TeamMembership

Demonstrating the ability to work effectively in a team/work group or those outside the formal line of authority (e.g., peers,



senior managers), not as a team but as a valued member who assists in building morale and makes extra effort to help the team reach organisational goals; taking actions that respect the needs and contributions of others; contributing to, accepting and promoting the consensus; subordinating own objectives to the objectives of the organisation or team.

Technical/ProfessionalKnowledge

Achieving a competent level of technical and professional skills/knowledge in job related areas; keeping abreast of current developments and trends in areas of expertise; demonstrating willingness to undertake continuing career development.

Initiative

Shows enthusiasm and strong work ethic, demonstrating a willingness to go above and beyond to meet client a firm objective.

More Activities

- WorkcloselywithAdvisers,SeniorAdvisersandPartnerstocoordinate the development, delivery and implementation of advice.

- Work in conjunction with the advisers to respond to and manage client communications.

- Proactivelyassistinthemanagementoftheclientreviewprocess,includingchecking and preparing artifacts prior to and post meeting.

- Contributingtothepreparationofadvicedocuments.

- Activelycommunicatingwiththeadvisesontheprogressofadviceforclients.

- Scheduleappointmentswithcurrentandpotentialclients.

- Conductinginitialassessmentsofpotentialclient'ssuitabilityforadvice.

- Workingwithadviserstosmoothlyonboardnewclients.

- Maintainaccuraterecordsinthebusinessessystems.

- Completionofyoursetprofessionaldevelopmentplan.

- Otheractivitiesasrequiredbythebusinessfromtimetotime.

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📌 Client Experience Manager (Sydney)
🏢 Esencia Wealth
📍 Sydney