Client Services Manager | Financial Planning

About the company:
Our client is a large sized Financial Planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southern suburbs in the Gold Coast. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators.

About the role:
To keep up with the growth of the firm, my client is seeking an Client Services Manager who will join an existing Client Services team to support the financial advisers and business partners. This role will require initiative, decision making, and leadership. You will be working in a fast paced environment, ensuring the needs of the client are met at all times.

Duties:

• Ongoing management of the client database through Xplan

• Preparation for client meetings, including all correct documents

• Implementing advice documents (SOAs & ROAs)

• Liaising with third party providers

• Delivering a high quality service to clients

Skills & experience:

• 2 + years experience working as a Client Services Officer within a Financial Planning firm

• Sound understanding of the Financial Planning process

• Experience using Xplan, workflows, and tasks

• Strong attention to detail and time management skills

• Ability to work well under pressure and prioritise your workload

Culture:
My client has an exceptional company culture, very little staff turnover and they provide excellent support, training and mentoring. They have a focus on building a culture that is about their staff and their well-being. They invest in their staff and assist with their career growth and development.

Benefits:

• Flexible work hours, with the option to start later/earlier and finish later/earlier

• Opportunity for 1 day WFH after a period of time

• Team and individual rewards if targets are met

• Competitive salary and bonus scheme

• Paid day off for your birthday

• Yoga every Tuesday (optional)

• Young dynamic team

• Strong support and mentorship from leaders within the business

How to apply:
Click APPLY, or send your resume through to Scott Munro at *****@bentleyrecruitment.com.au
Alternatively, contact Scott on 0468 496 ***

Please note, only shortlisted candidates will be contacted.