Holistic advice firm
Melbourne bayside office location
Above market salary package

This is an excellent opportunity for an experienced CSO / CSM to join a thriving financial planning firm based in Melbourne's bayside suburbs. Our client specialises in providing comprehensive financial advice and values developing strong client relationships.

The Role

Full time, Client Services Manager
Involved in all aspects of adviser support and compliance
Manage client annual fee agreement process
Track client annual review dates, arrange appointments and prepare required documents/reports
Complete due diligence checks on client accounts / policies
Xplan and client data management and data entry
Big focus on advice implementation
Receive admin support from a VA
Take on a leadership role as the admin/support team grows under you

About You

4+ years previous experience in a financial planning support position
Excellent communication skills both written and verbal
Good attention to detail
Able to work as part of a team
Strong understanding of financial planning and different advice areas such as superannuation, investments, insurance
Familiar with financial planning compliance requirements
Well organised and able to manage time effectively
Experience using Xplan
Strong advice implementation experience
Diploma of Financial Planning or relevant tertiary degree will be favourable

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 CV to Ben Sultmann at ben@bentleyrecruitment.com.au

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

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

Client Services Manager - Financial Planning