Client Relationship Manager - Financial Planning

Bentley Recruitment

Canberra, ACT
$65,000-75,000 per year
Permanent
Full-time

20 days ago

Our client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients.They are currently looking for an experienced CSO/CRM to join their Canberra team.Benefits:

Beautiful heritage listed office space
Parking for staff
Close-knit team culture
Work life balance and flexibility
Work from home opportunities
Part-time 3-4 days a week or full-time

Tasks and Responsibilities:

Supporting a team of financial advisers
Book client appointments
Manage client review process and prepare for client meetings
Complete research on client accounts
Print and collate advice documents
Implementation of advice recommendations
Point of contact for clients
Management of Xplan database
Liaise with off-shore admin team and manage workflow
Ad-hoc admin duties

About you:

2+ years previous experience in a CSO role supporting financial advisers
Experience implementing advice
Experience using Xplan
Excellent communications skills, both written and verbal
Able to work autonomously and as part of a team
Strong attention to detail
Able to prioritise tasks and manage workflow

Salary is flexible depending on experience, circa $65,000 - $75,000 + super (FTE).How to apply:If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.auIf you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs

Bentley Recruitment

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