Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. You will be a key player in assisting advisers in helping them continue to build their relationships with a range of HNW clients.
Responsibilities
- Assist with client service, implementation andadministrative functions.
- Build strong client relationships.
- Meet and Greet clients upon arrival and be the first point of contact for allcustomer enquiries.
- Assist with onboarding current clients and assist with any ongoing management.
- Contribute ideas/suggestions during team meetings and one-on-one with the management team.
- Assist in month reporting and any ongoing compliance requirements.
- Provide ongoing support to financial planners and other members of the support team
Experience
- Currently studying or completed financial planning qualifications
- Strong interest in financial advice
- Strong analytical and problem-solving skills
- Attention to detail
- Open to part time or full-time hours
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📌 Graduate Client Services Manager - Financial Planning (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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