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This is a boutique advice firm that offers tailored financial solutions to their client base. The firm understands the value in building solid relationships with their clients. Due to the company's organic growth, they are looking for a Client Service Manager/Paraplanner to join their team.
Your new role
Your responsibilities will include:
Constructing SOAs and ROAs that align with the adviser's recommendations
Providing excellent client service and being the point of contact
Working closely with the Principal Adviser
Assisting with the maintenance of compliance standards for advice documents
What you'll need to succeed
Diploma of Financial planning
Strong technical knowledge
Previous experience working in the Financial Planning industry
Exceptional written and verbal communication skills
Strong organisational skills and good time management
What you'll get in return
You would be working in a supportive team that values a good workplace culture. There is the opportunity to progress your career within financial planning as well as flexible working arrangements.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231