Financial Advisers Assistant / Client Relationship Manager

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$65000.00 - AU$75000.00 per annum
REF: BBBH228900_1545778806

The Client

My client is a large financial planning and wealth management firm in the CBD. Due to their friendly culture, first class training scheme and excellent career development opportunities, they have a low staff turnover. A healthy work / life balance is encouraged as is a respectful and hardworking work environment

Due to an internal promotion, they currently seek an exceptional candidate to join their Client Relationship Management team. This role will involve supporting 3 senior advisers and could lead to Associate Advising & Advising roles in the future.

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.
  • Establish and maintain client accounts and produce portfolio updates.
  • Ensure the accurate reporting of all client portfolios.
  • Review existing procedures and play a key role in process improvement projects.


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 would like to apply to the role, please do so ASAP and I will provide feedback on your application shortly.

Julian Soames
Principle Consultant - Banking and Financial Services