Client Relationship Manager

• Work for a leading Wealth Management & advice-led organisation 
• Be part of a dynamic team and culture that values people 
• Excellent opportunity to add value in this influential role

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm.  Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 300 staff.  

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.

The Role 

We are currently seeking a self-motivated and enthusiastic Financial Planning Assistant to provide professional administrative support to the wealth management activities of the business. 

As a client facing role, you will be working closely with the Private Wealth Advisers (PWAs) to build and maintain relationships with new and existing clients and respond to general client queries and requests in line with agreed service delivery standards. In addition, you will need to liaise with key stakeholders to ensure all client tasks are completed within set time frames. 

This role also includes administrative support for the PWAs, including, but not limited to; scheduling client meetings and diary management, preparing documents for client reviews, maintaining client records and other general administrative tasks. 

This is a busy role and to be successful, you will need to be hard working, resilient and committed to delivering positive outcomes for clients and colleagues. 

Key responsibilities will include: 

• First point of contact for clients, assisting them with general queries and requests
• Co-ordination and organisation of the PWAs diary
• Management of the client data bases to ensure accuracy
• Preparation of client documents
• Liaise with team members and stakeholders to ensure client recommendations are implemented correctly and in a timely manner

The successful candidate will ideally possess: 

• Previous experience in a similar role within the financial service or related industry 
• A focus on providing quality client service with high attention to detail at all times 
• Proficiency in using the Microsoft Office suite 
• Previous experience using XPLAN CRM software would be highly regarded but is not a pre-requisite for the role 
• The completion of relevant qualifications in Business/Commerce, Diploma of Financial Planning and/or RG146 Compliance would be advantageous 

Benefits

• In return, we offer development opportunities at an ASX top 200 company
• A professional, supportive and friendly culture
• A range of corporate and lifestyle benefits

To Apply 

Please submit your resume with a covering letter by clicking on “Apply Now.” 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request. 

Insignia Financial is conscious of our WHS obligations and is committed to providing a safe workplace for everyone. As such, we require all new employees to be able to comply with our National COVID-19 Vaccination Policy. We will gladly and openly discuss this with you during the recruitment process if you wish. 

Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.