Client Relationship Manager / Paraplanner Job in Melbourne 3000, Victoria Australia

THE CLIENT:

Our client, located in Melbourne CBD, is a well established and reputable financial planning business servicing a HNW client base. The firm adopts a holistic approach to servicing their large client base which is predominantly comprised of HNW individuals. Providing their clients with amazing service, understanding and results, this team is all about success.

THE OPPORTUNITY:

Due to internal movements there now exists the opportunity for an experienced Client Relationship Manager / Paraplanner to join the team.
 
Key responsibilities of the role will include;
 
• Co-ordinate all new and review client meetings, including liaising with the specialist teams as required ensuring the timely preparation of pre and post meeting material
 
• Capture and track progress of prospective clients in accordance with policies
 
• Provide adviser team and senior managers with information and analysis of weekly WIP reports 
 
• Prepare and assist other team members with client correspondence, letters, memos, file notes and reports on behalf of the advisers and associate advisers
 
• Co-ordinate/liaise with the Client Advice Team on correspondence relating to specific implementation issues
 
• Schedule and co-ordinate all team meetings, distributing agendas, preparing and circulating minutes, following up on outstanding actions items
 
• Production of SOA's and ROA's as per financial planner's recommendations

YOUR DETAILS:

 - Completed Dip. Financial Services, RG146 Compliant
 - 5 - 7 years experience in similar role
 - Ability to organise and lead the team
 - Working knowledge of financial planning software

CONTACT DETAILS:

To apply, please send your CV quoting reference 14669 by clicking on the appropriate link, or for more information or a confidential discussion, please call Gavan at Marks Sattin on +61 03 8677 6703.