_{20th February, 2025}

• Attractive salary package with flexibility to WFH 
• Support with career development if desired
• Must have strong financial planning support experience.

Our client is a boutique, well-established financial planning firm looking for a client experience manager.

Responsibilities;

• Assist with managing the client services function and day to day business operations.
• Work closely and provide administration and clients services support to the Senior Adviser.
• Respond to client requests, management of client appointments. 
• Manage and respond to client queries within specific timeframes
• Implementation and document preparation

 Skills and Experience;

• Experience using Xplan 
• 2+ years experience working as a Client Service Officer in the financial planning industry 
• Strong written and verbal communication skills
• Ability to multi-task, adhere to deadlines and good attention to detail

What’s on Offer
  
The opportunity to gain exposure to the financial planning sector whilst working in a positive and supportive team culture, conveniently located in Sydney CBD. Also, the chance to support your continued career development. 

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume.

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