Client Services Manager/Paraplanner- $55-65,000 + Super
Boutique, well established financial planning firm. A role with lost of variety and scope to progress to Advising, or be a career support candidate
Summary about this job
Financial Planning
Company: FS Recruitment Solutions
Location: Melbourne
Work type: Full Time
Salary: Negotiable depending on experince
Phone: +61-7-2734-6275
Fax: +61-7-2104-4927
E-mail: n\a
Site: n\a
Detail information about job Client Services Manager/Paraplanner- $55-65,000 + Super. Terms and conditions vacancy
This boutique holistic wealth management firm focuses on strategic advice for a variety of clients, and has been established for over 20 years.
They have a very dynamic and stylish office environment and state of the art technology to make employees lives much easier! Access to the onsite gym is available as well as on-site parking, and a short stroll from the train station
Unlike most financial planning businesses, this boutique provides a true fee for service advice model and are very "high touch" with their clients, contacting or meeting them regularly
The purpose of the position is to provide professional and proactive support to the Financial Adviser(s) to enhance the client relationships and ensure they are well equipped to service their clients as per the practice service standard.
This role is very diverse, some of your key responsibilities will include, but not be limited to:
- Assist Financial Adviser(s) with client meetings and presentations
- Take responsibility for file notes and action items from client meetings
- Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements
- Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
- Assist Financal Adviser(s) with strategy preparation and development through to implementation
- Assist Financial Adviser(s) with practice compliance requirements
- Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
- Review/prepare the ROA's, submit to Financial Adviser(s) for review and make modifications as required
- Review/prepare relevant Financial Modelling for client situations
- Undertake relevant research and development of suitable asset allocation and investments to assist with client’s strategy development
To be successful for the role you must have some experience working in a professional financial planning business as either a Client Services Officer or Paraplanner/Associate
Some flexibility around works hours available for the ideal candidate if necessary
For more information, please contact:
FS Recruitment Solutions
Financial Services Specialists
Kiera Brown
Principal Consultant
[email protected]
www.fsrecruitmentsolutions.com.au
0409 598 111