Client Service Manager - Financial Planning

Our client is a leading Financial planning firm with a tight knit team. They pride themselves on the great work life balance and team culture. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for your mum and dad clients who lack strategy to plan and grow their wealth in the most effective way.

Our clients currently have a few other CSMs in the team so you will work with a team and have support around you.

• The Role
• Timely and accurate implementation of all advice documents
• Data entry into XPLAN ensuring client records are up to date
• Manage planner's diary, book appointments and preparing for meetings
• Develop and maintain relationships with fund managers and life companies
• Develop and maintain client relationships ensuring client queries are answered
• Processing new client packs including conducting analysis on client's superannuation / investments
• Detailed understanding of client portfolio to deliver a detailed response
• Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
• Complete adhoc tasks and work on best practice strategies
• Skills & Experience
• Must have experience in the Financial Planning Industry
• ADFP or DFP qualified with a degree
• Hold 3+ years experience as an Adviser Assistant
• Experience with Financial Planning software; XPLAN
• Excellent telephone manner and relationship management skills