Client Services - Financial Planning (Perth)

Base pay range A$75,000.00/yr
- A$92,500.00/yr Position Client Services Associate / Client Services Manager – Perth The Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams. The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, and collaboration with in-house professionals and specialist advisers. Some of what you\'ll do
- Assist in preparing Statements of Advice and Records of Advice
- Liaise with product providers to gather information
- Prepare and lodge client applications
- Maintain accurate and compliant client files
- Handle client inquiries and interact with administration platforms and fund managers About You
- Bachelor\'s degree or Diploma of Financial Services (Financial Planning) preferred
- Min 1 year\'s previous experience in a similar role within Financial Planning or Wealth Management desired
- Strong Microsoft Office skills (Xplan or similar system knowledge is desired)
- Excellent communication and teamwork abilities
- Desire to help clients achieve their financial goals
- Solid time management and multitasking skills
- Mentorship from experienced advisers
- Opportunities for professional development
- Strong social culture and supportive work environment
- Competitive remuneration package based on skills and experience Send your CV to Sean at or apply via the portal. Seniority level
- Associate Employment type
- Full-time Job function
- Administrative and Finance Industries
- Financial Services and Administrative and Support Services #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rrw6p