Job Description
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20d ago , from Becks Wiggins Stokes Recruitment
About the Opportunity n
An exciting opportunity has become available for an experienced
Client Services Manager
to join a well-established and highly regarded financial planning practice.
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Working closely with a team of Financial Advisers, you'll provide high-quality client service and administrative support throughout the financial planning process.
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This opportunity is ideal for someone who enjoys the client service side of financial planning and is looking to establish a long-term career within a professional and supportive practice. Takes pride in delivering exceptional service and thrives within a professional and collaborative team environment.
Key Responsibilities n
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Greeting clients upon arrival at the office.
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Answering incoming calls and responding to client enquiries.
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Liaising with clients regarding administrative and service-related matters.
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Preparing and lodging third-party information release forms.
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Liaising with fund managers and other industry providers.
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Preparing Client Service Agreement documents where required.
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Preparing and lodging application forms, policy alterations and withdrawals, and following matters through to completion.
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Preparing Record of Advice documentation where required.
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Implementing advice documentation and following matters through to completion.
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Preparing client review documentation and coordinating client review appointments.
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Assisting Financial Advisers and clients with ad hoc requests.
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Maintaining accurate client records through Xplan database administration.
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Working with Financial Advisers on product research using WealthSolver, Risk Researcher and Xplan financial modelling.
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Assisting with the coordination of client functions.
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Working collaboratively within a team, including offshore staff.
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About You n
To be successful in this role, you'll bring:
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Previous experience in a client service, administration or customer support role within financial services, qualified services or a similar client-focused environment.
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A tertiary qualification in Financial Planning, Finance or a related discipline.
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A genuine interest in
establishing a long-term career
within the financial planning industry.
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Excellent written and verbal communication skills.
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Strong organisational skills with exceptional attention to detail.
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The ability to manage competing priorities while consistently meeting deadlines.
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A proactive, skilled and client-focused approach.
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Strong Microsoft Office skills, including Word, Excel, Outlook and PowerPoint.
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The ability to work collaboratively within a professional team environment.
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Highly Regarded n
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Experience using Xplan & exposure to financial planning platforms such as North, MLC or Expand.
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Previous experience supporting Financial Advisers or working within a financial planning or wealth management practice.
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What's on Offer? n
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Join a well-established and respected financial planning practice.
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Work alongside experienced Financial Advisers within a supportive and collaborative team.
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A stable, long-term career opportunity.
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