Client Relationship Manager - Financial Planning

Our client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients. They are currently looking for an experienced CSO/CRM to join their Canberra team. Benefits: Beautiful heritage listed office space Parking for staff  Close-knit team culture Work life balance and flexibility Work from home opportunities Part-time 3-4 days a week or full-time Tasks and Responsibilities: Supporting a team of financial advisers Book client appointments Manage client review process and prepare for client meetings Complete research on client accounts Print and collate advice documents Implementation of advice recommendations Point of contact for clients  Management of Xplan database Liaise with off-shore admin team and manage workflow Ad-hoc admin duties About you: 2+ years previous experience in a CSO role supporting financial advisers  Experience implementing advice Experience using Xplan Excellent communications skills, both written and verbal Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $65,000 - $75,000 + super (FTE).  How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ****** If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs