At a Glance
- Tasks: Support financial advisers and manage client relationships while overseeing advice implementation.
- Company: Join a boutique practice focused on growth and development.
- Benefits: Flexible working arrangements, ongoing professional development, and regular salary reviews.
- Other info: Dynamic environment with opportunities for career advancement.
- Why this job: Develop your paraplanning skills and take on exciting technical responsibilities.
- Qualifications: Experience in CRM/CSO roles and strong client relationship management skills.
The predicted salary is between 47250 - 57750 $ per year.
Bentley Recruitment is seeking an experienced CRM/CSO to support financial advisers, manage client relationships and oversee advice implementation.
Join a boutique practice with scope to develop paraplanning skills and take on greater technical responsibilities over time.
The role combines client services with technical advisory work, coordinating meetings, reviews and documentation.
Flexible working arrangements and ongoing professional development are available, with salary reviews as
Client Relationship & Advisory Coordinator (Paraplanning Growth) in Canberra employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
