Address
Form of work
SalaryClient Service Manager (Pathway to Advisor ) Up to 90K Base + Super
- CBD Based
- Boutique Financial Service Provider
- Career Progression
Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in darling harbour looking over the water. This is an independent group that promotes career progression and has good work lifestyle balance.
The Role
You will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients while at the same time encouraged to learn more paraplanning skills with the view that you move into an Associate Advisor or Paraplanner Role.
You will be managing the advice process as well as conducting research on advice strategies supporting the team. You will eventually evolve into doing holistic SOA’s and helping implement them to new and existing clients.
This is a fantastic role for someone that wants to progress into a financial advisor in the long term.
Your Experience
You will have worked with in either a paraplanner or client service role in the past
Currently in studies as per FASEA requirements
Experience with X-Plan is advantageous
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Skills
Financial planning
Education
Associate Degree/Diploma
