AddressClient Manager
Our financial planning business is based in Maroochydore and have been providing professional planning advice since 1999. We are looking for an experienced person for this role in a full time capacity however would consider a permanent part-time offering for the right candidate.
THE ROLE
- Implement of planning advice.
- Update and maintain CRM applications such as Xplan & Worksorted;
- Diary management of Financial Planners.
- Be efficient at answering all client queries via phone/email/in person.
- Assisting clients with regular service work.
- Preparation of pre-appointment packs.
- FP compliance obligations (audit checks)
- Research and collation of external provider information.
- Background in end-to-end mortgage broking processing advantageous yet not essential
THE IDEAL CANDIDATE
- Ability to prioritise.
- Exceptional written and verbal skills.
- Demonstrated ability to problem solve.
- Previous experience in CRM applications such as Xplan & Worksorted.
- IT competency, with particular emphasis on Xplan & Office 365;
- Proven ability to manage a high volume of back office workflow;
The successful applicant must add a positive, can-do attitude to our welcoming and supportive culture. A remuneration package will be commensurate with experience and the relative benefits the applicant brings to the team.
If you believe you are the right person for this role, please email your CV with a cover letter to Trena-Jane Rowlands **@wealthdirections.com by COB Friday 31st May.
