Client Services Manager - Financial Planning

• 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