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Client Services Manager

Hays - Perth, WA

Banking & Finance
Source: uWorkin

Source: uWorkin


Located in Perth CBD, our client is an established financial planning firm who specialise in providing financial solutions to high net wealth clients. Due to consistent growth, they are looking to employ a Client Services Manager to join their experienced team.

Your new role
Working closely with the team of Financial Advisers, you'll be responsible for delivering high quality service to an existing high net wealth client base. Your duties will include:

  • Implementing financial advice
  • Providing a high level of service to clients over the phone and by email
  • Preparing compliance documents
  • Managing Opt in and FDS ongoing requirements
  • End to end financial planning support for a team of Advisers
What you'll need to succeed
You'll have experience working in a financial planning firm, with a working knowledge of financial planning compliance and legislation. You'll have an exceptional ability to talk to clients and know how to provide clear information about finances under management. Ideally, you'll be RG146 compliant and have an interest in pursuing a career in financial advice.

What you'll get in return
Working out of Perth CBD, the offices are easily accessible by public transport. You'll be paid in line with your experience and qualifications, between $65,000 - $80,000 + super, and have an opportunity to develop your career surrounded by highly qualified and experienced financial planning professionals.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508

Job ID: 2402080 2jsainYgRGjzNivN

Posted Date: 29 Mar 21

Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.