Client Review Manager Up to 130K + Bonus
Leading wealth management business is seeking experienced financial planning industry professionals to review advice. Excellent salary and career path
- Excellent Salary and Bonus
- 6 - 12 Month Contract
- Flexible work opportunity to right candidates
Well known Wealth Management Leader is currently looking for experienced Financial Planning Industry Professionals to look over advice provided to their clients within a a team of industry experts. This role will see you work alongside industry leaders in financial planning. Outstanding career development opportunities exist within this large group.
The business offers outstanding service helping their clients reach their financial goals.
This program is designed to deliver fair outcome for all customers of the institution and their dealer groups. You will be investigating the quality of the advice provided to clients presently and in the past. Simple as well as complex reviews will need to be done. Certain clients that need reviews will be given a team member to take care of them.
You will collect all the client's advice and product information. You will Assess the appropriateness of the advice given to customers and help determine an appropriate outcome for them.
This is a great opportunity to:
• Be rewarded with an exceptional salary and bonus structure.
• Take your career to the next level.
• Work with an employer of choice.
• Manage a wide range of portfolios.
• Continue your professional and personal growth.
You need a minimum of 5 years in the Financial Planning industry and RG-146 to apply for the role.
To apply online, please click on the appropriate link. All applications will be strictly confidential.