Address2 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.
