Client Service Manager - Financial Planning

About the company:
Our client is a leading Financial planning firm with a tight knit team. They are an established business with a strong back-office team across multiple locations in Australia. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. 
There are a few other Adviser supports in the team, so you will work with a team and have support around you. If you are looking for career progression into an adviser, this is also supported by the company. 
The role: 

• Data entry into XPLAN ensuring client records are up to date
• Manage planner's diary, book appointments and preparing for meetings
• Timely and accurate implementation of all advice documents
• Undertake quality control checks of client documentation and Xplan data prior to Initial, Review and SOA presentation meetings.   
• Develop and maintain client relationships ensuring client queries are answered
• Processing new client packs including conducting analysis on client’s superannuation/investments
• Detailed understanding of client portfolio to deliver a detailed response
• Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
• Prepare execution only and Hold advice documents following client Review meetings.
• Complete adhoc tasks and work on best practice strategies

Experience:

• Must have experience in the Financial Planning Industry
• Experience with Financial Planning software; XPLAN
• Excellent communication skills are required
• At least 12 months experience supporting financial advisers

Please Apply for this role if you are interested in a confidential conversation or email anson.lam@candorrecruitment.com.au your resume.