Our clients are an established financial planning firm in Adelaide CBD with a strong team-oriented culture.
There is a genuine commitment to a healthy working setting, where they value a balance as much as the focus on results.This is a role for a Client Service Manager who is comfortable working right across the advice process.
Our clients have a big focus on culture as they do enjoy regular team events, lunches together, and a very supportive approach towards learning and internal development.You will ensure the smooth delivery of holistic advice services across a high-quality client base of clients ranging between wealth accumulators, pre-retirees and more.Responsibilities:Act as a key point of contact for clients, guiding them through onboarding, advice implementation,
and ongoing serviceWork closely with the lead adviserLiaise with wrap platforms, margin lenders, super funds, fund managers, insurers, and share registries.Manage and coordinate documentation, compliance requirements, and client recordsSupport Financial Advisers with client meeting preparation, file notes, and follow-up actionsDrive continuous improvement in team processes and service delivery standardExperience:3+ years' experience in Financial PlanningExperience with implementation of advice and using platformsSalesforce and XPLAN experience is highly regardedExcellent communication and interpersonal skillsAbility to work collaboratively in a team environment
#J-*****-Ljbffr