AddressAbout Us
Based in Malvern 3144, Maddern Financial Advisers provide specialised focus and integrated financial advice to small-medium business owners and successful career professionals. We hold our own AFSL and are a fee-for-service business.
Our well-established firm has a great team culture and has won several awards over the years. Our loyal client base is diverse and dynamic from industries such as sporting, aviation, and health.
Why Join Us?
- Job Security - This is a long term career opportunity with ongoing professional development and training
- Vibrant Team Culture - We are a unique and energetic team that values collaboration and hard work!
- Fantastic Location- Centrally located with trendy cafes nearby & the chance to work close to home.
- Boutique Office Space - Beautifully designed office with up to date technology provided to you to help you succeed in your role!
The Opportunity
Due to continuous growth, we have a unique opportunity for an experienced PrivateClient Services Manager (above market salary for thesuccessful candidate) to join our boutique financial planning and accounting firm on a full-time basis.
You will have previous experience working in a boutique firm environment completing advice implementation and have experience working with SMSF's.
Your duties will include not be limited to -
- Maintaining the X-Plan database
- Attending and scheduling of client meetings, as well as planning presentations.
- Providing ongoing support to the Para planners and Advisers.
- Developing and maintaining strong relationships with clients and respond to client queries where needed.
- Managing client reviews and reports.
- Implementing advice recommendations including the management of Insurance applications, share trading and managed funds.
- Liaising with internal and external stakeholders such as accountants and lawyers in order to provide your clients with the most optimal service.
Skills and Qualifications
- Unrestricted Australian working rights.
- RG146 qualifications
- Prior use of XPLAN - Essential
- Minimum 3 years of financial planning administration experience - Essential
- Demonstrated client service management skills
- Excellent communication and interpersonal skills
- Proven relationship-building skills
- Ability to prioritise your workflow and work autonomously
- Strong attention to detail
Apply Now!
If you are ready to excel with a fantastic business, please apply via SEEK with your resume and cover letter attached. Please note if you do NOT have the required certifications you will not be considered for this role.
