Job Details
  • Reference377507C_1637717585
  • LocationSouthport
  • Job TypeFull Time
  • Posted3 days ago
  • ConsultantAnson Lam

About the Company:
An excellent opportunity has arisen for a Client Service Manager to join a national well established Financial Planning, Mortgage Broking and Accounting practice. Our client pride themselves on their great culture and work life balance. Their Southport office is experiencing growth and looking for an experienced adviser assistant to support their Senior Financial Planner. Your focus will be to support one Adviser to ensure you have a balanced schedule as they pride themselves on their work life balance and culture.

This will be the ideal role for you if you have experience supporting financial advisers and have worked across holistic advice; insurance, superannuation, SMSF and investments.

Duties:

  • Assist Financial Planning team on a daily basis and providing support to internal stakeholders
  • Manage the implementation of all client files for all superannuation, investment and insurance applications across a variety of platforms
  • Preparing for and attending client meetings with the Financial Adviser to assist with the review of clients
  • Lodgment of new business applications and the follow up of Fund Manager documentation - getting all items finalised and in order
  • Manage the team calendar and organise seminar and events for the financial planning team
  • Assist Financial Adviser to onboard new clients
  • Ensure internal processes and CRM are up to date and maintained
  • Updating, reviewing and assisting with financial planning strategies in conjunction with Senior Advisors

Skills and Experience:

  • Must have 2+ years Financial Planning experience
  • XPLAN experience is desirable
  • Advanced MS Office skills, particularly Word and Excel are essential
  • High standard of verbal and written communication

Please send through a copy of your resume to anson.lam@chandlermacleod.com if you are interested in applying and feel you have the relevant experience.