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SalaryThis private financial planning practice, providing comprehensive wealth management services to individuals, families and private companies, is looking for an experienced Client Services Manager to implement compliant advice and support financial planners and the practice.
This business focusses on holistic wealth management, serving diverse clients from young accumulators to retirees and business owners valuing ethical guidance, and holds their own Australian Financial Services Licence (AFSL).
The key responsibilities include, but not limited to:
- Preparation of regular Portfolio Valuations for clients – including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation
- Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up transactions
- Assist advisers with client queries
- Assist with contribution calculations
- Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant
- Managing annual reviews and Financial Directions (FDs) / Opt-ins
- Assisting in projects for process improvement, technology, and client experience
Your management responsibilities will include:
- Client Engagement and Service Management
- General support in the overall running of the practice
- Maintenance of day-to-day process of compliance requirements
To be successful in the role, you will need:
- Experience in a financial planning business with a record of implementing strategies
- Strong communication skills
- Computer proficiency: Xplan experience is a plus
- Organised and proactive work approach
In return, you will receive a flexible and inclusive culture, with the ability to work from home 1-2 days each week.
If you have financial planning experience and a dedication to exceptional Client Service, apply with your resume and a cover letter outlining your relevant experience and why you're a strong fit for this role.
