Client Relationship Manager recruitment

This organisation has a strong belief in high-end financial advice and adheres to this through maintaining their status as an independently owned financial advisory firm. They operate an advice model geared towards quality, free from association to any one product provider.

Already one of Australia's largest private client advisories, ongoing success and projected growth plans has created the need for a financial planning assistant to help advisors and clients.

As the successful candidate you will effectively become partner to both the private client advisor and a number of sophisticated private clients. You will provide relationship support that includes being that first point of contact, assisting during seminar presentations and assisting with the implementation of SOA's.

To be the successful candidate it is anticipated that have strong experience assisting within financial planning either in a client service or junior paraplanner capacity. You will need to demonstrate proven SOA construction skills around TTR, Super and Centrelink.

In return this organisation can offer you exceptional personal development, an opportunity to work with likeminded high achievers and a platform to demonstrate your superior client relationship skills for a leader in the field of private wealth.

To apply for this role please apply below or email adrian.paine@hays.com.au with any relevant questions.