Client Relationship Manager
- Support financial advisers and manage client relationships.
- Oversee advice implementation and track outstanding tasks.
- Coordinate client meetings and prepare review packs.
About the role
An opportunity for an experienced CRM/CSO to support financial advisers, manage client relationships and oversee advice implementation. Join a growing boutique practice with scope to develop paraplanning skills and take on greater technical responsibilities over time.
- Coordinate client meetings, annual reviews and follow-up actions
- Manage client workflows and deliver a high-quality client experience
- Oversee advice implementation and track outstanding tasks
- Prepare review packs, meeting files and supporting documents
- Liaise with clients, platforms, insurers and external professionals
- Review documentation for accuracy and completeness
- Assist with strategy development and SOA preparation as skills grow
Skills & Experience
- 2+ years of experience supporting advisers in a financial planning business
- Strong understanding of advice implementation and review processes
- Confident client communication and stakeholder management skills
- Excellent organisation, accuracy and workflow management
- Paraplanning experience and/or relevant financial planning qualifications highly regarded
Benefits
- Dedicated administration support for routine processing tasks
- Develop paraplanning skills with guidance from experienced advisers
- Varied role combining client services and technical advice work
- Flexible working arrangements, subject to business needs
- Regular salary reviews as responsibilities develop
- Professional development and long-term career progression
About the Company/Culture
Join an established boutique financial services business with a presence across multiple Australian locations. The team provides tailored financial advice with a focus on personalised service and lasting client relationships.
You'll join a collaborative, growing team that values quality advice, efficient processes and strong client outcomes. With experienced advisers, dedicated administrative support and well-developed systems, you'll have the backing to succeed and the opportunity to build your technical expertise over time.
How to apply
If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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