Client Relationship Manager - Financial Planning

Our client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients.They are currently looking for an experienced CSO/CRM to join their Canberra team.Benefits:

• Beautiful heritage listed office space
• Parking for staff
• Close-knit team culture
• Work life balance and flexibility
• Work from home opportunities
• Part-time 3-4 days a week or full-time

Tasks and Responsibilities:

• Supporting a team of financial advisers
• Book client appointments
• Manage client review process and prepare for client meetings
• Complete research on client accounts
• Print and collate advice documents
• Implementation of advice recommendations
• Point of contact for clients
• Management of Xplan database
• Liaise with off-shore admin team and manage workflow
• Ad-hoc admin duties

About you:

• 2+ years previous experience in a CSO role supporting financial advisers
• Experience implementing advice
• Experience using Xplan
• Excellent communications skills, both written and verbal
• Able to work autonomously and as part of a team
• Strong attention to detail
• Able to prioritise tasks and manage workflow

Salary is flexible depending on experience, circa $65,000 - $75,000 + super (FTE).How to apply:If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.auIf you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs