account manager in sydney cbd

posted
job type
permanent
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job details

posted
location
sydney cbd, new south wales
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0356998_1535958985
phone
00 00
apply now

job description

This firm is one of Australia’s leading wealth management groups and provides advice solutions to a wide range of financial planning practices. Their Sydney CBD based office is looking for an Account Manager to join their energetic team and be a part of their successful journey.

In this role, you will be responsible for attracting new prospects as well as retaining existing clients. You will provide Financial Planners with XPlan support and will educate and coach them on technical matters to make sure the advice process is compliant and efficient. You will work closely with different businesses and promote a wide range of solutions to ensure maximisation and optimisation of their processes. This is a great opportunity for a Practice Development Manager with in-depth XPlan knowledge to join a leading brand in the industry.

You will need to be ADFP compliant. You will have a minimum of 3 years experience working in the financial planning industry, either in a practice development management or paraplanning capacity. You will have great sale and client relationship skills as well as very good XPlan technical skills. The right person will be rewarded with an attractive salary package as well as the opportunity to work for a leading brand.

To apply online, please click on the appropriate link. Otherwise, for a confidential conversation, please contact Jeremy O’Connor on (02) 8298 3808 or email Jeremy.oconnor@randstad.com.au

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.

skills

XPlan, Financial Planning software, Practice Development Manager

qualification

DFP, ADFP

educational requirements

Associate Degree/Diploma