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- Aufgaben: Manage client services, implement financial strategies, and communicate with clients effectively.
- Arbeitgeber: Join a well-established financial planning firm with a strong reputation in the industry.
- Mitarbeitervorteile: Enjoy work-from-home flexibility and a supportive team environment.
- Warum dieser Job: Be part of a high-caliber Advice Team and make a real impact on clients' financial futures.
- Gewünschte Qualifikationen: 2-3 years in financial planning, knowledge of compliance, and proficiency in Microsoft products required.
- Andere Informationen: Accreditation in RG146 is a plus; strong attention to detail is essential.
Das voraussichtliche Gehalt liegt zwischen 36000 - 60000 € pro Jahr.
Our client is a well-established financial planning firm located in the inner east, with flexibility to work from home. Due to growth, there is a new opening for a Client Services Manager to work with the high calibre Advice Team.
Responsibilities in this role will include, but not be limited to:
- Implementation tasks, including superannuation rollovers, insurance applications, managed fund investments, and direct share purchases.
- Client communication, including being involved in meetings and follow-up work.
- Research and preparation of strategy and advice.
- Financial modelling of possible scenarios for various client positions.
To be considered for this opportunity, you will need to be able to demonstrate:
- Experience within the financial planning industry, preferably with a minimum of 2-3 years\‘ experience in a similar role.
- A strong understanding of the financial planning process.
- Experience with X plan and competency in the Microsoft suite of products.
- Working knowledge of managed investments, insurance, and superannuation, and a deep understanding of compliance frameworks and regulations.
Accreditation in RG146 will be very positively looked upon, as will strong attention to detail, a high work ethic, and the ability to work well within a high-performing team.
This is a great role and a fantastic opportunity to work close to home for an experienced Client Services Manager. To find out more about this opportunity, please call Mark Fradkin on 0417 112 220 , or apply online.
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Client Service Manager - Inner East/WFH Flexibility Arbeitgeber: at
Kontaktperson:
at HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Client Service Manager - Inner East/WFH Flexibility
✨Tip Number 1
Make sure to familiarize yourself with the specific financial planning tools and software mentioned in the job description, especially X Plan. Being able to demonstrate your proficiency in these tools during the interview will set you apart from other candidates.
✨Tip Number 2
Highlight your experience in client communication and relationship management. Prepare examples of how you've successfully managed client expectations and delivered exceptional service in previous roles, as this is crucial for a Client Services Manager.
✨Tip Number 3
Brush up on your knowledge of compliance frameworks and regulations within the financial planning industry. Being well-versed in these areas will not only help you in the role but also show your commitment to maintaining high standards.
✨Tip Number 4
Network with professionals in the financial planning sector, especially those who have experience in client services. Engaging with others in the field can provide valuable insights and potentially lead to referrals or recommendations for the position.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Client Service Manager - Inner East/WFH Flexibility
Tipps für deine Bewerbung 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial planning industry, especially any roles similar to a Client Services Manager. Include specific examples of your work with superannuation rollovers, insurance applications, and client communication.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of the financial planning process and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasize your proficiency with X Plan and the Microsoft suite. Discuss your knowledge of managed investments, insurance, and superannuation, as well as your understanding of compliance frameworks and regulations.
Showcase Your Work Ethic: Demonstrate your attention to detail and high work ethic in your application. Provide examples of how you have successfully worked within a high-performing team in previous roles.
Wie du dich auf ein Vorstellungsgespräch bei at vorbereitest
✨Showcase Your Financial Planning Experience
Make sure to highlight your 2-3 years of experience in the financial planning industry. Be prepared to discuss specific examples of your previous roles and how they relate to the responsibilities of a Client Services Manager.
✨Demonstrate Your Knowledge of Compliance Frameworks
Since compliance is crucial in this role, be ready to talk about your understanding of compliance frameworks and regulations. Share any relevant experiences where you ensured compliance in your previous positions.
✨Familiarize Yourself with X Plan and Microsoft Suite
Brush up on your skills with X Plan and the Microsoft suite of products. You might be asked to demonstrate your proficiency or discuss how you've used these tools in your past work.
✨Prepare for Client Communication Scenarios
Think of examples where you effectively communicated with clients, whether in meetings or follow-ups. Being able to articulate your approach to client communication will show that you're a good fit for the high calibre Advice Team.
