senior client services manager in brisbane cbd

posted
job type
permanent
salary
AU$ 70,000 per year
apply now

job details

posted
location
brisbane cbd, queensland
job category
banking & financial services
job type
permanent
working hours
Full-Time
salary
AU$ 70,000 per year
reference number
90M0366201_1542143635
phone
000
apply now

job description

In this role you will be working with an experienced team of Financial Planners that due to reputation are experiencing further growth. The organisation is a self licenced business with multiple Practices across Sydney and Brisbane.

This role is based in the Brisbane CBD to support a network of Advisers and Paraplanners in and around the CBD and inner suburbs.

The Role:

  • Preparation and implementation of documents for SOAs for Advisers to present to clients.
  • Complete follow up work for Advisers and ensure clients needs are taken care of.
  • Working with insurance applications and presenting quotes to underwriting team.
  • Margin loan establishment as well as SMSF.
  • XPLAN data entry and CRM maintenance.

About you:

  • You will need to hold a minimum of 3 years experience in a Client Services or Paraplanning role.
  • Proficient in the use of XPLAN.
  • Hold your DFP or RG146 as a minimum.
  • Solid understanding of the Financial Planning processes, products and industry standards.
  • Friendly outgoing nature with ability to prioritise work and good time management skills.

If you would like to find out more about this role please contact Phil Smith on 0416576473 or apply directly via the 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.

skills

Senior Client Service Manager

qualification

DFP

educational requirements

Associate Degree/Diploma