About the company
This growing financial advice business based in the Northern Beaches has been established for over 20 years and is known for providing high quality financial advice to a loyal client base made up of High Net Work individuals as well as mum and dads and wealth accumulators.
Due to recent growth, they are looking for an experienced Client Relationship Manager to support the Principal Advisers with implementation of advice as well as coaching junior staff.
About the role
In this role, you will have the opportunity to support the Senior Financial Planners and will be a key point of contact for their clients. Your responsibilities will include but won't be limited to implementation of advice, liaising with fund providers, working across various platforms, and client greetings and follow ups.
You will also act as a Senior in the team and have the ability to take junior staff under your wing for coaching.
This is an exciting opportunity for an existing client service manager with financial advice experience to take the next step in their career. This company offers great career progression, whether it is leadership, operations or financial advice opportunities.
Demonstrated skills
3+ years experience working in Financial Advice
RG146 qualifications
Understanding of compliance frameworks in the advice industry
Strong attention to detail and strong communication skills
Benefits
Attractive salary package
Opportunity to work in a successful and fun business
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events
To apply for this role, click on the 'Apply Now' button or email [email protected]
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Please click here to apply.
This growing financial advice business based in the Northern Beaches has been established for over 20 years and is known for providing high quality financial advice to a loyal client base made up of High Net Work individuals as well as mum and dads and wealth accumulators.
Due to recent growth, they are looking for an experienced Client Relationship Manager to support the Principal Advisers with implementation of advice as well as coaching junior staff.
About the role
In this role, you will have the opportunity to support the Senior Financial Planners and will be a key point of contact for their clients. Your responsibilities will include but won't be limited to implementation of advice, liaising with fund providers, working across various platforms, and client greetings and follow ups.
You will also act as a Senior in the team and have the ability to take junior staff under your wing for coaching.
This is an exciting opportunity for an existing client service manager with financial advice experience to take the next step in their career. This company offers great career progression, whether it is leadership, operations or financial advice opportunities.
Demonstrated skills
3+ years experience working in Financial Advice
RG146 qualifications
Understanding of compliance frameworks in the advice industry
Strong attention to detail and strong communication skills
Benefits
Attractive salary package
Opportunity to work in a successful and fun business
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events
To apply for this role, click on the 'Apply Now' button or email [email protected]
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Please click here to apply.
