Company

Advance Recruitment PartnersSee more

addressAddressSydney, NSW
CategoryConstruction & Property

Job description

2 x Advice Implementation Specialists - 100% WFH

We are seeking 2 x Implementation Advice Professionals with in-depth Advice implementation experience. Must be working in an advice firm doing Implementation work.

100% work from home model -

Must be located in Sydney

  • Financial Planning firm - Complex/Sophisticated Financial Advice
  • 2 x Advice Implementation Specialists - Essential - Client Services Implementation experience ideally with experience in a high-volume complex advice environment.
  • Full time - work from home 100%

The Company:

A highly regarded financial advice firm is hiring 2 x Client Services / Implementation Specialists for their team.

This role is a great opportunity for a qualified CSM to work from home 5 x days per week.  A professional, virtual office environment our client is looking for 2 x dedicated, structured and reliable client services managers to join the team. 

A unique offering this is an opportunity not to missed. Join a highly regarded financial advice firm - 100% virtual. 

***NO Overseas Applications - Must be living in Sydney***

 The CSM's must be able to meet the team once a month for social events such as lunches, lawn bowls or team building events.

Salary - 90,000 - 95,000 + Super 

Client Services Manager/ Implementation Specialists 

Skills and Experience:

Knowledge of Financial Planning Industry is essential. The Client Services Manager is responsible for setting up new clients, maintaining existing clients and managing the end-to-end administrations of client portfolios. 

  • Interpreting Statements of Advice and preparing necessary applications for Advice presentation.
  • Desirable - AMP/North Platform experience 
  • Must have min. 3 years implementation experience and Indepth knowledge of the Advice process.  
  • Implementation of client paperwork for advice strategies and pro-actively managing until completed (Superannuation, SMSFs, and Insurance).
  • Regular engagement with external providers to ensure timely processing of client applications.
  • Support team peers by reviewing work prior to lodgement to ensure errors are minimised.
  • Ensure all works in progress and all written or verbal correspondence with clients is diligently recorded in the Xplan database.
  • Build and maintain client relationships through regular email and phone correspondence.

ARP are hiring Client Services Managers and Client Services Officers across Multiple Practices. 

If you want to join a high performing team and would like to work within a professional practice, please contact jenny 0433 125 *** or *****@advancerecruitmentpartners.com.au

******NO OVERSEAS APPLICATIONS - MUST BE IN SYDNEY and hold Permanent Residency**********

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.

Refer code: 2256840. Advance Recruitment Partners - The previous day - 2024-05-23 13:45

Advance Recruitment Partners

Sydney, NSW
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