Address
Form of work
SalaryThis is a renowned financial planning practice with locations across Brisbane CBD, Sydney CBD, and regional NSW. Their mission is to provide high-quality advice to help clients achieve their financial and life goals. They have a defined code of ethics, and a great presence within the financial planning space. Each adviser in the business has a dedicated Client Service resource.
The Role:
As a Client Relationship Manager, you will support the Financial Planner team to enhance client relationships and deliver exceptional financial planning support. This role offers potential progression towards an adviser position in the future, perfect for someone looking to gain valuable industry experience for 2-3 years and leverage the opportunity for career development.
Key Responsibilities:
- Support Financial Planners by assisting in preparing for client meetings, managing documentation, and maintaining compliance.
- Prepare documentation for client reviews, update data, and ensure timely completion of meetings.
- Support planners in implementing strategies, liaise with fund managers, and keep clients informed.
- Prepare correspondence, respond to inquiries promptly, and coordinate client details.
- Update client information accurately, act upon instructions promptly, and ensure database integrity.
- Answer general enquiries from clients.
- 1-2 years' experience in financial planning.
- Strong commitment to exceptional Client Service.
- Excellent communication, multitasking, and time management.
- Proficiency in administration system XPlan.
- Attention to detail and problem-solving ability.
- Ability to work collaboratively in a professional team.
- Technical knowledge of legislative and industry standards.
- Exceptional interpersonal skills and relationship-building
- Analytical thinking and verbal/written communication.
If you are interested in this opportunity and feel you could be a good fit, then we want to hear from you! Click the link to apply!
A little piece about us, the Godfrey Group
We are a boutique Wealth Management recruitment agency, specialising in the Financial Services Industry for the last 15 years. With our vast network of clients and financial professionals, our goal is to match your skills, personality, and competencies to one of our trusted business partners, giving you the best chance possible of finding your ideal job.
