• RG146 with 2 years Team Leader experience
• Insurance & Corporate Superannuation knowledge
• Do'er as well as a Delegator

This wonderful Boutique Financial Planning Practice located in Inner Eastern Suburbs seeks an experienced Client Services Manager to Lead, Develop and Mentor a team of 3x CSO staff....

Specialising in Corporate Superannuation (70%) and in the holisitc Financial Planning of individuals (30%), you will be across both aspects in terms of Client Support. 

The Role:

• Co-ordinate the Client Services team in terms of workflows and workload
• Participate in the recruitment, training and development of the Client Services team
• Build rapport and relationships with existing and new clients
• Handle client enquiries and matters pending
• Process new business and insurance underwriting for corporate benefits and financial planning clients
• Back up Reception

The Criteria:

• 2 years + team leader role
• 3 years office experience
• Experience with Fund Managers
• Client Service Experience
• Insurance and underwriting knowledge
• Superannuation knowledge
• RG146 qualified

You will be a do'er and not just a delegator; someone who can lead and inspire; can be creative in terms of organising coprorate events and writing marketing documents and memos.  

A more detailed job description will be provided to shortlisted Candidates.  To show your interest in this role, or indeed to apply for any industry position within Financial Planning, please use the 'Apply' Button now and send your details in confidence to Trevor Punnett, eJobs Financial Planning Recruitment.  All applicants will be responded to directly.

- CELEBRATING 12 YEARS IN FINANCIAL PLANNING RECRUITMENT!
- FOUNDER MEMBER CAREERSMULTILIST
- MEMBER RCSA

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