This financial planning business in a prestigious Collins Street Location focuses on strategic advice for a variety of high net worth clients ranging from young wealth accumulators, to retirees and small business owners

Being a leader in the independant planning space, they also have their own AFSL and focus on hiring employees with a very strong work ethic, who are self motivated and dynamic individuals. They are currently seeking an experienced/ Senior CSM who has the ability to liaise effectively with their client base and maintain excellent relationships. If you would like to work for a market leading boutique, this is a great opportunity.

Some of your key responsibilities will include, but not be limited to:

· Answering general enquiries calls from clients

· Attending some client appointments with the Advisors when necessary and maintain a relationship with the clients

· Liaison with clients regarding the implementation and management of their portfolio’ s

· Placement of funds into nominated investments, and management of new client implementation.

· Purchasing direct equities

· Implementation of insurance policies

· Liaising with fund managers, stock brokers and external referral sources

To be successful for the role you must have experience working in a professional financial planning business, liaising with clients, and supporting advisors.

RG146 compliance is not essential, however it is highly regarded. Strong computer skills will be required and experience in Coin or Xplan would be an advantage.

In return this organisation will provide you with a happy, professional environment that utilises cutting edge technology, research and products

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