Client Service Manager - Leading Industry Fund
- CBD Based
- Leading industry fund
- 77K + Super
The Company
Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff. Great work/life balance.
The Role
This role will see you working with the Financial Planners, Paraplanners and Management in a leading industry fund. You will be providing support to members and helping with implementation of advice all the way to managing appointments.
You will also be contributing to the implementation of a new advice process and be giving support from an administrative perspective. This will be done in a way that is very compliant and risk focused for their members. You will be working with X-Plan.
Your Experience
- 2 + Years In the Advice Industry
- Diploma of Financial Planning ( or something similar )
- Experience with Pensions and Defined Benefits
To apply online, please click on the appropriate 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.
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