Financial Planning Assistant / Client Relationship Manager (Insurance focus)
- Sydney CBD
$75000 - $85000 PerAnnum
A fantastic opportunity has just become available for a Client Service Manager with a passion for Insurance & Financial Planning to join this highly regarded firm in North Sydney. This business has built a superb reputation as one of Australia's leading independent boutiques and they continually win awards for their amazing services. The Role:
Working closely alongside the top performing Insurance advisers, your main responsibilities will be to build relationships by providing high quality service to clients whilst supporting Advisors with the administration of client portfolios. This includes arranging client appointments, client report preparation, managing incoming and outgoing client correspondence and attending client meetings. You will also receive cross training into the Private Wealth / Investments team to expand your knowledge & experience. The Successful Candidate:
To be considered, you will have:
- Previous experience as an insurance administrator / CSM gained within a financial planning firm.
- A detailed understanding of the insurance client life cycle including both underwriting and claims processes across a range of insurers
- Excellent communication skills & ability to build client relationships
- Xplan experience preferred
Not to be missed opportunity to join a reputable company which offers extensive training & support and genuine long term career development opportunities.
Please contact Alice Pipes on 02 9216 6707 for a confidential discussion.