Client Services Manager – Financial Planning

Full Time $70,000 + per annum (depending on experience)Brahma Wealth Management have been providing financial planning advice to Australian's for 25 years and we have built a strong reputation for delivering comprehensive advice and exceptional client service.We are seeking a Client Services Officer to join our team in a full-time capacity.This is an excellent opportunity to work within a highly regarded firm where you can build your technical and professional skills in the finance industry.Key ResponsibilitiesProvide a high level of service to our Financial Planning clientsSupport Financial Advisers in the delivery of high-quality, compliant advicePrepare application forms, and implementation of financial strategiesManage and maintain client files and recordsPrepare for client review meetingsPerform general administrative duties as requiredAbout YouWe're looking for someone who is eager to learn and brings a positive energy to the team.You will have : Experience in the finance industry or have completed qualifications relating to; financial planning, superannuation, insurance, or investmentsStrong administration skills and MS Office proficiencyStrong written and verbal communication skillsGreat time management and organisational skillsA proactive approach to problem solving and a collaborative team approachExperience with XPlan desiredWhat We OfferCompetitive salary package : $70K + depending on experience or qualificationsSupportive team culture with a focus on collaboration and qualityLong-term career opportunity in a respected financial planning practiceExposure to a wide range of client strategies and planning workReady to Join Us?If you feel this job is the right fit for you, we'd love to hear from you.How do your skills match this job?Sign in and update your profile to get insights.Your application will include the following questions : Which of the following statements best describes your right to work in Australia?

How many years' experience do you have as a Financial Planning Role?

Do you have experience in administration?

Which of the following Microsoft Office products are you experienced with?

How many years' experience do you have in a wealth management?

Do you have a current Police Check (National Police Certificate) for employment?West Perth, Perth WA4d agoPhase3WealthSouth Perth, Perth WA6d agoLeeuwin Wealth Pty LtdWest Perth, Perth WA2d agoResearching careers?

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