Client Service Manager, Canberra (Full time) - Unique Boutique Practice
At MiQ, we have an aspiration to become Australia’s finest boutique private wealth practice.
Summary about this job
Financial Planning
Company: MiQ Private Wealth
Location: ACT
Work type: Full Time
Salary: n\a
Phone: +61-8-6227-9305
Fax: +61-3-7058-4101
E-mail: n\a
Site: n\a
Detail information about job Client Service Manager, Canberra (Full time) - Unique Boutique Practice. Terms and conditions vacancy
- Wonderful team culture driven by values
- Work with an experienced Financial Planner who leads the FPA Chapter
- Be inspired by our X plan workflows, threads & wizards (that actually work)
The value we provide to our clients and the long term relationships we form are critical to our success.
It defines the compelling reason as to why our clients buy us and why you should consider a partnership with us too. It clearly differentiates us from our competitors.
What makes MiQ Private different?
In short, it is our core values and culture:-
* The creation of a national practice that is special & unique;
* To have a place where work is challenging, rewarding and fun;
* A commitment to innovation and excellence;
* A commitment to client service excellence
* Honesty, Integrity & Teamwork
* Our own AFSL (commencing mid August)
We would love you to consider being a part of our team as we endeavour to fulfil our aspiration. It is an exciting journey.
Founded in 2006 by four Planners with a passion for helping Australians achieve financial wellbeing, MiQ Private is now a team of highly trained Planners, Finance Specialist and Support staff dedicated to providing the most appropriate financial advice and delivering outstanding client service. Already we have 7 offices, 43 team members and manage almost $1.3B in client funds.
Have a look at our website and see what our clients say about us (www.miqprivate.com.au).
You'll also meet the Group's Partners & Principals and understand what drives them at work and what they get up to outside of MiQ.
Our team members value our culture!
Some of the things that make us great are our family friendly policies that promote flexibility. In addition, we've built an Employee Share Option Plan (ESOP) so that you can become a part owner of the Practice (and receive substantial rewards over time), provide base salary increases annually, offer an offsite 5 star conference for you and your 'significant other' each year, conduct an innovative 6 conversation performance and behaviour review process that promotes innovation, engagement & career advancement.
We also invest in your learning by providing paid study leave and reimbursement of course costs. In addition, we invest considerably in making our X plan processes really efficient by providing threads, checklists and an extensive template library. You can see why we are really different!
What we are seeking?
- A proactive, professional Client Service Manager, capable of thinking independently and working collaboratively, who has good experience in using X Plan, has been involved in the Financial Planning Industry for 1 year or more and who ideally wants to work a 5 day week
- We would love an eye for detail, a professional, happy, confident, self-motivated person who wants to be part of a team.
- Most importantly, a focus on delivering Outstanding Client Service, with a real focus on a genuine, passionate desire to help clients above all else
- The capability to grow and learn. Completion of Records of Advice is a necessity, whilst Statement of Advice completion is ultimately desired - and we will help you grow to get there!
- A hands on practical person who is not above working hard
- An real interest in Managed Funds, Direct Equities, Portfolio construction, Corporate Actions and IPO's would be useful, as would knowledge of Aged Care financial services
- An understanding of Opt-In, FDS, OASA and MDA's would also be very useful
- This role is at our Gungahlin office
- The position commences as soon as we find the right person.
If that sounds like you, please express your interest by submitting your resume and we'll happily send you a role description and our Practice values. A cover letter addressing what we are seeking would be highly regarded.
If you have registered with a Recruitment Agency, do not rely on them sending your resume, or us accepting it. Instead, please send your details direct so that you can have the best chance of obtaining employment where you can become a part Practice Owner, sharing in the rewards of your efforts!