MiQ Corporate Services M

Client Service Manager Full time . Amazing opportunity (BB-0922F)

Found in: Fidanto AU

Description:
What we are seeking A proactive, professional Client Service Manager, capable of thinking independently, working collaboratively, organising and delegating task, who has good experience in using Xplan and has been involved in the Financial Planning Industry for 1 year or more and who ideally wants to work full time we would consider 4 days pw We would love an eye for detail, a professional, happy, confident, self-motivated person who wants to be part of a motivated team Most importantly, we are seeking a candidate with a real focus on delivering Outstanding Client Service, in a financial planning practice, with a genuine, passionate desire to help clients An understanding of Opt-In, FDS, and OASA's would also be highly regarded Completion of Records of Advice is a necessity.This role is at our Wynnum officeThe position commences as soon as we find the right person.The role exists to support our Advice teamIf that sounds like you, please express your interest by submitting your cover letter resume and we'll happily send you a role description.We would love you to consider being a part of our team as we endeavour to fulfil our aspiration. It is an exciting journey. A bit about us.Founded in 2006 by four Advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 20 highly experienced Advisers, Finance Specialist and Support staff dedicated to providing the most appropriate financial advice and delivering outstanding client service. Already we have 8 offices, 50 team members and manage almost 1.7B in client funds. Our team members value our culture Some of the things that make us great are our family friendly policies that promote flexibility. In addition, we've built an Employee Share Plan ESP so that you can become a part owner of the Practice and receive substantial rewards over time for your outstanding performance , offer an offsite 5 star conference for you and your 'significant other' each year, conduct an innovative 6 conversation performance and behaviour review process that promotes innovation, engagement career advancement. And we provide mentoring We also invest in your learning by providing paid study leave and reimbursement of course costs. In addition, we invest considerably in making our X-plan processes really efficient by providing threads, checklists and an extensive template library. You can see why we are really different If you have registered with a Recruitment Agency, do not rely on them sending your resume, or us accepting it. Instead, please send your cover letter and resume direct to Steve Watts so that you can have the best chance of obtaining employment where you can become a part Practice Owner, sharing in the rewards of your efforts The application form will include these questions How many years #x27 experience do you have as a client services manager Do you have experience in administration How many years #x27 experience do you have in the financial services industry Do you have a current Australian driver #x27 s licence Report this job advert

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