This very holistic wealth management firm focuses on strategic advice for a variety of wealthy clients ranging from young wealth accumulators, to retirees and business owners who all need a one-stop-shop for advice
They are currently seeking an experienced client services office/manager who has the ability to assist the financial planners and other staff members with the implementation of compliant advice.
This role is very diverse, some of your key responsibilities will include, but not be limited to:
Answering calls from clients regarding the implementation and management of their wealth management portfolios
Management of new client implementation including Insurance applications, super roll overs, and managed fund applications
Managing annual reviews
Managing FDs and Opt ins
Opportunity to attend some client appointment if you would like to
Managing projects relating to business process improvement, technology, and the overall client experience
To be successful for the role you must have experience working in a professional financial planning business and have implemented a variety of strategies
Strong computer skills will be required and experience in Xplan or Coin would be an advantage, but not essential
This business has a great reputation for providing an excellent culture. They have a very stable team and opportunities to work for this firm are rare. They provide a flexible and supportive environment.