Client Relationship Manager (Associate Adviser) with ref.

Shadow senior financial advisers
Mentorship and career progression
Attend client meetings

This is an excellent opportunity for experienced paraplanners, associate advisers or highly experienced CSO's who are ready to take a step up in their career and develop their technical knowledge and client skills.

Our client is a successful financial services firm based on Canberra's city fringe. They provide comprehensive, personal financial advice to their growing client base.

Benefits:

Excellent mentorship and development
Work closely with senior advisers
Hands on experience, attend client meetings
Opportunity for long term career progression within the firm
Social office culture: Monthly and Quarterly events

The role:

Client meeting preparation
Shadow advisers in client meetings, take file notes
Post client meeting strategy work, assist advisers in developing the best strategies/plans for their clients
Preparing strategic and investment recommendations to discuss with advisers
Preparation of ROA and SOA documents
Asset allocation modelling
Liaising with clients

About you:

2+ years previous experience working in a financial planning firm as a CSO, Paraplanner or Associate Adviser
Ideally completed or working towards FASEA educational requirements
Experience preparing ROA and SOA documents
Xplan experience
Experience dealing with comprehensive financial advice
Strong technical skills, have an understanding of advice strategies
Presentable, good communication skills
Passionate about a long term career in financial planning

Salaries are dependent on experience but will be circa $70,000 - $80,000 + Super.

If you're interested please apply via this ad or send your resumes to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs