Financial Planning 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 have created the need for a client relationship manager to join this high performing team.

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 the construction of some SOA's.

To be the successful candidate it is anticipated that you are an advisor or associate working in the retail space wanting to step up to private clients or an ambitious paraplanner with exceptional relationship development skills want to gain more client contact. You will have RG146 compliance, experience constructing SOA's and exceptionally strong communication skills both written and verbal.

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.