Client Manager – Financial Planning

  • Work with a genuine, great team and business
  • Learn all about small business and managing client expectations
  • Join one of the fastest growing professions and have fun at the same time!

Profusion Planning is a boutique financial advice business. The business has experienced exceptional growth and continues to succeed. As part of the growth, we are looking for a remarkable person to join our small team and become part of our business.

As a client manager, you will be exposed to several parts of the business. For example, the strategy, systems, investments and of course our most important asset, our clients. At Profusion Planning, we pride ourselves on our client service and the excellent reputation we have built amongst our clients, business partners and industry peers.

Known for your attention to detail, ability to work as part of a small team, you will be confident dealing with clients and have a love of all things financial. For the right person, this role can evolve into several other positions within the business.

What will be your key responsibilities?

  • Working with the team and systems to gather key client information
  • Timely and efficient processing of all advice actions and requirements at the instruction of the advice team
  • Managing the preparation for client meetings including all required documentation and interview materials
  • Responding to and managing client queries and requests
  • Ensuring completion of client documentation are compliant and provided in a timely manner
  • All related administration tasks

What are we looking for?

  • An understanding of the financial planning industry is desirable in order to deliver exceptional and highly compliant client service.
  • Competency with financial planning software, in particular, Xplan would be ideal but not essential, we are willing to train the right candidate.
  • Previous experience in a customer service role is essential. Experience in a financial planning related service position is highly desirable
  • A demonstrated desire to join the financial advice profession. You will need to tell us why you think it’s a good profession to join during the interview process.
  • Tertiary qualifications in business, economics or commerce.

What should you do now?

If this sounds like a role for you then please apply now by emailing your resume to info@profusionplanning.com.au. Please include copies of your educational transcript and a short [300 words or less] description of why you would like to join our team and what strengths and value you believe you can add to our business.