Address
Form of workAbout the company
This growing financial advice business based in North Shore has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals.
Due to recent growth, they are looking for an experienced Client Relationship Manager to join their journey and play a key part in their long term success.
About the role
In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their High Net Worth clients. Your responsibilities will include but won't be limited to administrative duties, implementation of advice, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an existing client service manager with financial advice experience to take the next step in their career.
Demonstrated skills
- 2+ years experience working in Financial Advice
- RG146 qualifications
- Understanding of compliance frameworks in the advice industry
- Strong attention to detail and strong communication skills
Benefits
- Attractive salary package
- Opportunity to work in a successful and fun business
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
To apply for this role, click on the 'Apply Now' button or email **************@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
