Client Relationship Manager - Financial Planning

Our client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients.

They are currently looking for an experienced CSO/CRM to join their Canberra team.

Benefits:

• Beautiful heritage listed office space

• Parking for staff 

• Close-knit team culture

• Work life balance and flexibility

• Work from home opportunities

• Part-time 3-4 days a week or full-time

Tasks and Responsibilities:

• Supporting a team of financial advisers

• Book client appointments

• Manage client review process and prepare for client meetings

• Complete research on client accounts

• Print and collate advice documents

• Implementation of advice recommendations

• Point of contact for clients 

• Management of Xplan database

• Liaise with off-shore admin team and manage workflow

• Ad-hoc admin duties

About you:

• 2+ years previous experience in a CSO role supporting financial advisers 

• Experience implementing advice

• Experience using Xplan

• Excellent communications skills, both written and verbal

• Able to work autonomously and as part of a team

• Strong attention to detail

• Able to prioritise tasks and manage workflow

Salary is flexible depending on experience, circa $65,000 - $75,000 + super (FTE). 

How to apply:

If you're interested please apply via this ad or send your CV 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