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This range is provided by CANDOR Recruitment. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.Base pay rangeA$80,000.00/yr - A$100,000.00/yrDirect message the job poster from CANDOR RecruitmentDirector | Recruitment | Wealth Management | Accounting & Financial ServicesAbout the Company:Our client is a leading Perth CBD based financial planning firm with a tight knit team who work with high-net-worth families and wholesale clients. They pride themselves on providing a highly personalised service with tailored solutions along with a great team culture.The successful candidate will be provided with training and career opportunities, an excellent salary package and a friendly working environment. We are open to progression towards Paraplanning / Adviser / Office Management.We have a predominantly sophisticated client base and are only interested in candidates who are looking for a long-term engagement to further their career.The Role:Provide ongoing support to the Director / Senior Financial AdviserImplementing investment transactions, fund transfers, and advice recommendations.Develop and maintain client relationships ensuring client queries are answeredPrepare for client review and new client meetingsManaging and maintaining client and investment data within Xplan.Detailed understanding of client portfolio to deliver a detailed responsePrepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperworkSkills & Experience:2+ years experience supporting financial advisersExperience working with sophisticated wholesale advice highly regardedExperience with Financial Planning software; XPLAN preferredExcellent communication skills are requiredMust have strong verbal and written communicationPlease apply if you have the relevant experience or email anson.lam@candorrecruitment.com.au your CV for a confidential discussion.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinanceIndustriesFinancial Services and Investment AdviceReferrals increase your chances of interviewing at CANDOR Recruitment by 2xSign in to set job alerts for Client Services Manager roles.Bayswater, Western Australia, Australia 2 weeks agoService Manager Information Technology and Customer (PX98/25)Spearwood, Western Australia, Australia 6 days agoPerth, Western Australia, Australia 1 day agoCanning Vale, Western Australia, Australia 1 week agoCustomer Service Manager (WA) - Coles Supermarkets - DianellaCustomer Service Manager (WA) - Coles Supermarkets - MelvilleMelville, Western Australia, Australia 4 days agoPerth, Western Australia, Australia A$110,000.00-A$120,000.00 1 week agoPerth, Western Australia, Australia 6 days agoManager | Corporate Reporting Services | Sustainability Reporting & Corporate AccountingPerth, Western Australia, Australia 1 week agoSenior Manager | Corporate Reporting Services | Sustainability Reporting & Corporate AccountingPerth, Western Australia, Australia 1 hour agoPerth, Western Australia, Australia 1 week agoPerth, Western Australia, Australia 2 weeks agoPerth, Western Australia, Australia A$70,000.00-A$80,000.00 2 weeks agoSenior Customer Success Manager - SuccessFactors (Perth based role)Perth, Western Australia, Australia 1 week agoBedford, Western Australia, Australia 4 days agoPerth, Western Australia, Australia 3 weeks agoPerth, Western Australia, Australia 3 weeks agoPerth, Western Australia, Australia 1 month agoPerth, Western Australia, Australia 1 week agoPerth, Western Australia, Australia 1 week agoPerth, Western Australia, Australia 4 days agoPerth, Western Australia, Australia 1 month agoPerth, Western Australia, Australia A$82,787.00-A$95,134.00 1 week agoManager to Senior Manager - Corporate TaxPerth, Western Australia, Australia 1 week agoClient Manager Tax, Business Services & AdvisoryPerth, Western Australia, Australia 1 month agoPerth, Western Australia, Australia 1 week agoSenior Manager - Employment Tax AdvisoryPerth, Western Australia, Australia 5 days agoPerth, Western Australia, Australia 2 weeks agoClient Services Manager/Mortgage Broking Assistant - Australia (Remote)Perth, Western Australia, Australia A$52,000.00-A$70,000.00 12 hours agoClient Services Manager/Mortgage Broking Assistant - Australia (Hybrid)Perth, Western Australia, Australia A$52,000.00-A$70,000.00 12 hours agoClient Services Manager/Mortgage Broking Assistant - Australia (Hybrid)Butler, Western Australia, Australia A$52,000.00-A$70,000.00 12 hours agoPerth, Western Australia, Australia 2 weeks agoPerth, Western Australia, Australia A$100,000.00-A$117,000.00 1 week agoPerth Airport, Western Australia, Australia 1 day agoWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr