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About the Roles:Our client is seeking highly motivated and detail-oriented Client Relationship Managers / Associate Advisers to join their team.
The role is ideal for people with a passion for financial planning, exceptional client service skills, and the desire to grow within the industry.
You will work closely with the financial advisers, supporting them in delivering outstanding client experiences while also developing your technical knowledge and advisory skills.
These roles will be perfect for graduates looking at a pathway to become a Financial Adviser in the future.
There are 2, full-time and continuing, roles that will be located in their Geelong or Keilor East offices.
Key Responsibilities:Assist financial advisers in preparing and implementing financial plans.Maintain and strengthen client relationships through proactive communication and service.Manage client inquiries and ensure a seamless client experience.Conduct research and analysis to support financial recommendations.Assist in compliance, documentation, and administrative tasks related to client portfolios.Collaborate with internal teams to ensure efficient workflow and client satisfaction.Stay up to date with industry trends, products, and regulatory changes.Qualifications & Experience:Previous experience in financial planning, wealth management, or client services is preferred.Strong understanding of financial planning concepts and products.Excellent communication and interpersonal skills.Highly organised with strong attention to detail and problem-solving abilities.Ability to work both independently and as part of a team.Relevant qualifications in financial planning or willingness to undertake further study.Proficiency in financial planning software and CRM systems is advantageous.What They Offer:Competitive compensation and benefits package.Opportunities for professional growth and development.A supportive and collaborative work environment.The chance to make a meaningful impact on clients' lives.If you are looking to advance your career in financial planning and are passionate about delivering exceptional client service, I would love to hear from you!
How to Apply:If you're ready to take your career to the next level and join a team that values expertise, integrity, and client-focused solutions, apply now!
Please send your resume and a cover letter detailing your experience and why you're the perfect fit for this role to: or for a confidential discussion please contact me on: .
Become a key player in their mission to provide unparalleled financial planning services.
Seniority levelEntry levelEmployment typeFull-timeJob functionSales and Business DevelopmentIndustriesHuman Resources Services#J-18808-Ljbffr