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 Responsibilities Provide a high level of service to our Financial Planning clients Support Financial Advisers in the delivery of high-quality, compliant advice Prepare application forms, and implementation of financial strategies Manage and maintain client files and records Prepare for client review meetings Perform general administrative duties as required About You We'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 investments Strong administration skills and MS Office proficiency Strong written and verbal communication skills Great time management and organisational skills A proactive approach to problem solving and a collaborative team approach Experience with XPlan desired What We Offer Competitive salary package : $70K + depending on experience or qualifications Supportive team culture with a focus on collaboration and quality Long-term career opportunity in a respected financial planning practice Exposure to a wide range of client strategies and planning work Ready to Join Us?

If you feel this job is the right fit for you, we'd love to hear from you.

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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 WA 4d ago Phase3Wealth South Perth, Perth WA 6d ago Leeuwin Wealth Pty Ltd West Perth, Perth WA 2d ago Researching careers?

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