Remote | Part-Time | Genuine Flexibility | Financial Advice
This is a genuinely flexible opportunity for an experienced Client Service Manager who knows financial advice, is confident in their work and enjoys having real ownership.
Working closely with one Adviser and supporting a portfolio of around 80 clients, you’ll become a key point of contact for clients and play an important role in keeping everything organised, moving and compliant.
This isn’t a role where you’ll simply be processing work handed down to you. We’re looking for someone who can think ahead, prioritise, triage client needs and confidently manage the moving parts around an Adviser and their clients.
You’ll ideally bring:
• Strong Xplan experience
• Broad experience within financial advice
• Excellent client coordination and communication skills
• Confidence across platforms and implementation
• Experience preparing Records of Advice
• Strong compliance knowledge and attention to detail
• Excellent organisation and the ability to work autonomously
• A genuine interest in technology, artificial intelligence and improving how things are done
The business is investing in technology and looking at how artificial intelligence and systems such as monday.com and co-pilot, can improve workflow and efficiencies. If you’re someone who enjoys getting involved in this side of a business and finding better ways of working, you’ll have plenty of opportunity to do that here.
The flexibility is genuine.
The role could work across three or four days per week, or potentially five shorter days. It is fully remote, although we are ideally looking for someone based in Sydney who can attend occasional important meetings or client events.
There is also scope for the role to grow over time. And if you’re an experienced Client Service Manager who ultimately sees yourself progressing towards becoming an Adviser, that pathway could also be supported.
You’ll be working with a very fair and flexible Adviser who wants someone capable, confident and trusted alongside him.
If this sounds like the sort of role you’ve been waiting for, I’d love to have a confidential chat.
Rachel Stefanovski | Stitch Partners