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    Financial Planner - New South Wales, Australia - Randstad

    Randstad
    Randstad New South Wales, Australia

    2 days ago

    randstad background
    Full time
    Description

    Client Service Manager Up to 90K Base + Super

    • CBD Based
    • Accounting / Advice Group
    • In office presence required

    The Company

    Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in the CBD. This is an independent group that promotes career progression and has a good work lifestyle balance.

    The Role

    You will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients and also be liaising with product providers (superannuation funds and investment platforms)

    You will be liaising with advisors and doing research and data collection on clients current assets and insurance. You will also be helping with the implementation of SOA's and lodging applications.

    This is a fantastic role for someone that enjoys working in a nice office supporting advisors and meeting clients.

    Your Experience

    You will have worked with in either a paraplanner or client service role in the past

    Financial Planning Education

    Experience with X-Plan is advantageous

    To apply online, please click on the appropriate link.

    At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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