Client Relationship Manager - Boutique Financial Planning Firm

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$55000 - AU$65000 per annum + Super
REF: BBBH234515_1562567265

The Client:

My client is a boutique financial planning firm based who have a proven track record of success and who are known for their friendly culture and a policy of promoting from within. Their clients are predominantly High Net-Worth and they offer advice across all strategy types.

They currently seek a highly talented Client Relationship Manager with the ambition and drive to move into paraplanning and associate advising in the next few years. You will have daily interaction with senior advisers, offering an exceptional opportunity to learn and long-term career prospects.

The Role

  • Provide administrative, technical and compliance support to senior advisers.
  • Prepare strategically accurate statements of advice across a diverse range of strategies.
  • Be the first point of contact for all client queries. Build lasting client relationships and manage their correspondence.
  • Ensure the accurate reporting of all client portfolios.
  • Review existing procedures and play a key role in process improvement projects.
  • Mentor junior staff members and help establish training programmes on a team and individual level.


The Candidate

Successful candidates will have:

  • Previous experience in an Adviser Support role within financial planning or wealth management.
  • A mature and motivated attitude.
  • Excellent communication skills and a passion for financial services.
  • An organised manner and the ability to prioritise your work.
  • A friendly and enthusiastic personality.

If you are interested in hearing more about the role, please apply via this website and I will provide feedback on your application as soon as possible.

Julian Soames
Principle Consultant - Banking and Financial Services