Job Opportunity
A financial services manager is required to drive business growth in a dynamic and thriving advisory practice.
This role offers an exceptional opportunity for experienced professionals to join a forward-thinking organization, fostering professional development and skill enhancement within a national framework.
The successful candidate will be responsible for managing client relationships, implementing strategies, and providing exceptional customer service.
Key Responsibilities:
* Client liaison and complaint resolution
* Development of comprehensive financial plans
* Maintenance of accurate client records
* Management of administrative tasks and documentation
* Scheduling of client appointments
Benefits include learning opportunities from experienced advisors, professional growth, and the chance to develop skills in financial planning.
Requirements include at least one year of experience in a similar role, preferably with postgraduate qualifications. Desired attributes include proficiency in using XPlan, strong communication skills, and a commitment to ongoing learning.