At a Glance
- Tasks: Manage client services, onboarding, and coordinate reviews for financial planning.
- Company: Wealth Effect Group, a supportive financial planning practice in Currumbin.
- Benefits: Join a small, sharp team with opportunities for growth and development.
- Other info: Dynamic role with offshore support and a focus on client satisfaction.
- Why this job: Make a real difference in clients' financial journeys while working closely with experienced advisers.
- Qualifications: Experience with Xplan and wealth platforms is essential.
The predicted salary is between 81000 - 99000 $ per year.
Wealth Effect Group is a Currumbin-based financial planning practice in Queensland.
We support pre-retirees, retirees and SMSF trustees with a small, sharp team and offshore support.
The role focuses on client service, scheduling, and ensuring reviews and signings proceed smoothly.
The candidate will manage onboarding, prepare review packs, and coordinate with platforms and advisers.
Experience with Xplan and wealth platforms is essential; you will work closely with the Principal Adviser to grow
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Senior Client Services Manager employer: Wealth Effect
Wealth Effect Group is an exceptional employer, offering a dynamic work environment in Currumbin where you can truly make an impact. With a strong focus on employee growth, you'll have the opportunity to advance into an Associate Adviser role while enjoying the flexibility of working from home one day a week after probation. Our small, close-knit team fosters a collaborative culture, ensuring your contributions are recognised and valued as we continue to grow rapidly in the financial planning sector.
