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 solid 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
Robust 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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