Job Description

Qualifications & Experience

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Essential

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- Experience in a financial advice supporter client service role.
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- Experience with financial advice technology.
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- Experienced in supporting financial advisers to execute financial advice.
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- Client management and communication skills.
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Desirable

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- Undergraduate qualifications.
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- Specialist accreditations.
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- Paraplanning experience.
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Technical Skills

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- Abilitytouseinitiativeandworkautonomouslyinensuring deadlines are met.
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- Well-developedverbalandwrittencommunicationskills.
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- DemonstratedPCliteracy.
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- FinancialAdviceStrategyandProductknowledge
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- Strongrelationshipbuildingskills.
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- Provenclientmanagementskills.
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- High-levelcommunicationskills,bothwrittenandverbal.
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- Excellentpersonalorganizationandtimemanagementskills, withtheabilitytocoordinateworkflowthroughprioritizationof tasks, diary management, etc.
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Job Purpose:

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

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Behavioural Approach

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Client Centric Approach

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

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Effective Communication

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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.

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Attention to Detail

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

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Teamwork/TeamMembership

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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.

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Technical/ProfessionalKnowledge

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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 professional development.

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Initiative

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

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More Activities

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- WorkcloselywithAdvisers,SeniorAdvisersandPartnerstocoordinate the development, delivery and implementation of advice.
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- Work in conjunction with the advisers to respond to and manage client communications.
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- Proactivelyassistinthemanagementoftheclientreviewprocess,includingchecking and preparing artifacts prior to and post meeting.
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- Contributingtothepreparationofadvicedocuments.
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- Activelycommunicatingwiththeadvisesontheprogressofadviceforclients.
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- Scheduleappointmentswithcurrentandpotentialclients.
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- Conductinginitialassessmentsofpotentialclient'ssuitabilityforadvice.
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- Workingwithadviserstosmoothlyonboardnewclients.
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- Maintainaccuraterecordsinthebusinessessystems.
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- Completionofyoursetprofessionaldevelopmentplan.
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- Otheractivitiesasrequiredbythebusinessfromtimetotime.
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📌 Client Experience Manager (New South Wales)
🏢 Esencia Wealth
📍 New South Wales