Experienced Client Services Manager - Financial Planning - CBD, $55,000 + Super
Posted Date: 08/07/08 | Email to a Friend
| Location: | Melbourne |
| Job Type: | Permanent |
| Job Reference: | 1631028 |
| Sector: | Banking |
| Salary (in AU$): | 55000 |
| Recruiter: | Link Recruitment Pty Ltd |
| Contact Name: | Kiera Brown |
| Contact Email: | kbrown@linkrecruitment.com.au |
| Contact Phone: | 03 8319 1111 |
Description
- Is career progression important to you?
- Do you want to be rewarded for your contribution?
- Do you value work/life balance?
This well-established CBD financial planning practice has an office of 11 dedicated staff. They have 3 Senior Financial Planners, each with a dedicated CSM and Senior Paraplanner, as well as additional administration support.
Licensed through a privately owned dealer group, this business enjoys full autonomy from major product providers, offering a wide selection of options to its clients on a fee for service basis.
As part of an ongoing growth strategy, we are seeking expressions of interested from suitably qualified Client Service Managers.
You will be supporting one of the owners/CFP of the business and his paraplanner to assist with the advice process. Some of your key responsibilities will be to order the buying and selling of shares, research products, manage the advisors dairy, and other adhoc tasks. You will also have access to the highest level of ongoing support and resources to ensure your future success is guaranteed.
It is expected that you will have previous experience working in a financial planning business and qualifications within this field. In return you will be offered a role as part of a hard working and results driven team. You will also have access to cash bonuses and share allocation schemes.