Job Description
Qualifications & Experience
n
Essential
n
n
Experience in a financial advice supporter client service role.
n
Experience with financial advice technology.
n
Experienced in supporting financial advisers to execute financial advice.
n
Client management and communication skills.
n
n
Desirable
n
n
Undergraduate qualifications.
n
Specialist accreditations.
n
Paraplanning experience.
n
n
Technical Skills
n
n
Abilitytouseinitiativeandworkautonomouslyinensuring
deadlines are met.
n
Well-
developedverbalandwrittencommunicationskills.
n
DemonstratedPCliteracy.
n
FinancialAdviceStrategyandProductknowledge
n
Strongrelationshipbuildingskills.
n
Provenclientmanagementskills.
n
High-
levelcommunicationskills,bothwrittenandverbal.
n
Excellentpersonalorganizationandtimemanagementskills,
withtheabilitytocoordinateworkflowthroughprioritizationof
tasks, diary management, etc.
n
n
Job Purpose:
n
Support financial advisers in the delivery of high-quality management, etc.
n
Behavioural Approach
n
Client Centric Approach
n
Demonstrates a strong commitment to client service, ensuring the needs and satisfaction of clients are prioritized.
n
Effective Communication
n
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.
n
Attention to Detail
n
Demonstrate thoroughness in all tasks, ensuring accuracy in analysis and documentation
n
Teamwork/TeamMembership
n




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.
n
Technical/ProfessionalKnowledge
n
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.
n
Initiative
n
Shows enthusiasm and solid work ethic, demonstrating a willingness to go above and beyond to meet client a firm objective.
n
More Activities
n
n
WorkcloselywithAdvisers,SeniorAdvisersandPartnerstocoordinate
the development, delivery and implementation of advice.
n
Work in conjunction with the advisers to respond to and manage client communications.
n
Proactivelyassistinthemanagementoftheclientreviewprocess,includingchecking
and preparing artifacts prior to and post meeting.
n
Contributingtothepreparationofadvicedocuments.
n
Activelycommunicatingwiththeadvisesontheprogressofadviceforclients.
n
Scheduleappointmentswithcurrentandpotentialclients.
n
Conductinginitialassessmentsofpotentialclient
'
ssuitabilityforadvice.
n
Workingwithadviserstosmoothlyonboardnewclients.
n
Maintainaccuraterecordsinthebusinessessystems.
n
Completionofyoursetprofessionaldevelopmentplan.
n
Otheractivitiesasrequiredbythebusinessfromtimetotime.
n

📌 Client Experience Manager (New South Wales)
🏢 Esencia Wealth
📍 New South Wales