Senior Client Services Manager

About the company:
Our client is a highly reputable and leading Financial Planning firm who has been in operation for over 30 years. This is a progressive business who is always looking at different opportunities for growth. With several offices located throughout QLD, this role is based in their office in the southern suburbs of Brisbane. They deliver a high quality, full comprehensive service to their client base, which ranges from business owners, professionals, retirees, TTR, families, and wealth accumulators.

About the role:
To keep up with continued business growth, I am seeking an experienced Clients Services Manager to support a financial adviser and assist with junior team members. You will have variety in this role where you will be responsible for preparation of advice documents, implementation of advice, research, and assist with strategy development. 

Duties:

• Proactively support financial advisers

• Preparation for client meetings, including all correct documents

• Implementing advice documents (SOAs & ROAs) and associated documents

• Be a first point of contact for clients

• Complete research and assist with strategy development

Skills & experience:

• Experience working as a Client Services Manager within a financial planning firm

• Strong understanding of the financial planning process and workflows

• Experience using financial planning software and platforms (Xplan)

• Strong attention to detail and time management skills

• Ability to work well under pressure and prioritise your workload

How to apply:
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au

Please note, only shortlisted candidates will be contacted.