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relationship manager – xplan in Sydney

Sydney, New South Wales
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job description

Account Manager – Xplan

  • CBD Based
  • Industry Leader
  • Team Environment

The Company

Financial Services I.T. software leader that leads in terms of innovation and market share. They are highly successful and are still growing. They are well known across wealth, financial markets as well as mortgage markets. They provide great career advancement opportunities to go along with great internal training.

The Role

Exciting role where you will be managing a portfolio of clients and making sure they are kept care of and informed in all aspects of their software needs. You will become very familiar and develop long lasting relationships with your panel of clients.

You will also provide training and support to your clients when needed and be able make sure they are getting the most value out of the software that they can.

You will be working in a supportive team environment and have great resources with a team of internal experts including tailored solutions specialist and other I.T. experts.

Your Experience

Your either an experienced Paraplanner or Financial Planner

Relationship Manager Experience also considered

  • Working Knowledge of Financial Planning Software (xplan preferred)
  • Diploma of Financial Planning (or currently studying)
  • Relationship skills
  • Strong written and verbal communication

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on Scott.Sherwood@randstad.com.au or 02 8298 3810


xplan account manager
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