Qualifications & Experience

Essential

- Experience in a financial advice supporter client service role.
- Experience with financial advice technology.
- Experienced in supporting financial advisers to execute financial advice.
- Client management and communication skills.

Desirable
- Undergraduate qualifications.
- Specialist accreditations.
- Paraplanning experience.

Technical Skills
- Ability to use initiative and work autonomously in ensuring deadlines are met.
- Well-developed verbal and written communication skills.
- Demonstrated PC literacy.
- Financial Advice Strategy and Product knowledge
- Strong relationship building skills.
- Proven client management skills.
- High-level communication skills, both written and verbal.
- Excellent personal organization and time management skills, with the ability to coordinate workflow through prioritization of tasks, diary management, etc.

Job Purpose Support financial advisers in the delivery of high-quality management, etc.

Behavioural Approach

Client Centric Approach

Demonstrates a strong commitment to client service, ensuring the needs and satisfaction of clients are prioritized.

Effective Communication

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.

Attention to Detail

Demonstrate thoroughness in all tasks, ensuring accuracy in analysis and documentation

Teamwork/Team Membership

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.

Technical/Professional Knowledge

Achieving a competent level of technical and qualified skills/knowledge in job related areas; keeping abreast of current developments and trends in areas of expertise; demonstrating willingness to undertake continuing professional development.

Initiative

Shows enthusiasm and strong work ethic, demonstrating a willingness to go above and beyond to meet client a firm objective.

More Activities

- Work closely with Advisers, Senior Advisers and Partners to coordinate the development, delivery and implementation of advice.
- Work in conjunction with the advisers to respond to and manage client communications.
- Proactively assist in the management of the client review process, including checking and preparing artifacts prior to and post meeting.
- Contributing to the preparation of advice documents.
- Actively communicating with the advises on the progress of advice for clients.
- Schedule appointments with current and potential clients.
- Conducting initial assessments of potential client’s suitability for advice.
- Working with advisers to smoothly onboard new clients.
- Maintain accurate records in the businesses systems.
- Completion of your set professional development plan.
- Other activities as required by the business from time to time.

📌 Client Experience Manager (Sydney)
🏢 Esencia Wealth
📍 Sydney