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Client Relationship Manager (Associate Adviser)

Job description


  • 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