Client Relationship Manager - Boutique Financial Planning Firm

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$55000.00 - AU$65000.00 per annum + Super
REF: BBBH217672_1514325730

The client:

My client is a boutique financial advisory firm based in a prime location in Melbourne's CBD. They have over 20 advisers, around $800 million under management and are independent, meaning that they can offer a much broader range of financial advice compared with their competitors. They are known for their friendly culture and a policy of promoting from within and their clients are predominantly High Net-Worth.

Due to an increase in volumes they have an immediate need for a Client Relationship Manager to join on a permanent basis. You will be supporting 2 advisers who offer a holistic range of strategies and can expect rapid career progression and a first class salary.

The Role:


You will provide front-line support to a team of financial advisers. Most CRM roles are purely administrative. This role differs in that you will also have paraplanning responsibilities which will see you writing your own SOAs.

You will:

  • Work closely with advisers to prepare ROAs and SOAs across all strategies.
  • Successfully implement all advice documents and lodgement of new applications
  • Provide administrative, technical and compliance support the advising team
  • Be the first point of contact for all client queries.
  • Ensure the accurate reporting of all client portfolios.
  • Prepare and distribute Fee Disclosure Statements within required timeframes

The Candidate:

Successful candidates will have:

  • Previous experience in an Adviser Support / Paraplanning role.
  • A mature and motivated attitude.
  • An organised manner and the ability to prioritise your work.
  • A friendly and enthusiastic personality.

To be considered for the role please APPLY NOW and I will provide feedback on your application as soon as possible.

Julian Soames
Senior Consultant - Banking and Financial Services