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Administration/Client Relationship Manager - Financial Planning

Job No: RS23006
Location: Deakin, ACT

  • EARN up to $66,000 per annum incl Super + Bonuses  

  • Join a Dynamic & Growing Financial Services Business

  • Great Opportunity With Ongoing Training & Internal Promotions 

  • Income Protection Plan and Education Assistance after Probation 

  • Become an Integral Part of a Friendly & Supportive Team

 


Our Client


Our client is a leading private client financial planning practice based in Deakin. They are an exciting, dynamic and growing company and focus on providing high-level strategic and product advice to a limited number of loyal clients on a fee basis. Their main focus is to deliver outstanding advice solutions and maintain the high levels of service they have achieved over the years. 

The Opportunity


Our client is seeking a Client Relationship Manager to join their company in Deakin, ACT with the potential to earn up to $66,000 per annum + Bonuses | $50,000 - $60,000 per annum + superannuation, negotiable dependent on experience | Income protection plan + Education assistance after probation. 

The primary purpose of this position is to manage client relationships and facilitate the client experience with the business.

Reporting directly to the Head of Client Services some of your responsibilities include:


  • Be the first point of contact for clients linked to your specified adviser
  • Diary, account management and scheduling of meetings for the advisor
  • Attend client meetings with the adviser and manage meeting outcomes
  • Creating minutes, engagement letters and other admin tasks as required
 
To be successful in this role you will have 2+ years experience in an administrative role within the financial planning industry. You must also have experience liaising directly with clients and be able to manage your workflow and meet deadlines. 

The ideal candidate for this role will have excellent communication skills, strong computer literacy and be able to work well within a team.

Apply today and don't miss out starting this exciting opportunity as soon as possible.

 

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