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Client Relationship Manager

Randstad - Brisbane City, QLD

Banking & Finance
Source: uWorkin


About the company

This highly regarded and well established advice business based in Brisbane is run by a successful and experienced Financial Planner who has always operated with a client centric approach, allowing them to develop a solid and loyal client base. The company is known for providing outstanding holistic financial advice to a wide range of clients ranging from mom & dads, pre-retirees and retirees. Due to recent growth, they are looking for an experienced Client Relationship Manager to join their business.

About the role

In this Client Relationship Manager role you will have the opportunity to support the Director/Senior Financial Planner and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to implementation of advice, administrative duties, XPlan tasks management, liaising with fund, superannuation and insurance providers, and client greetings and follow up. You will also operate as a second in charge and supervise and coach the other client service officers.

This is a great opportunity for an experienced Client Service Officer or Manager looking for a step up and the opportunity to work for a successful business.

Demonstrated skills

  • Extensive experience working as a Client Service Officer/Manager in Financial Planning
  • XPlan experience is crucial
  • Outstanding communication and presentation skills
  • Great understanding of compliance frameworks in the advice industry
  • DFP accreditation


  • Very attractive salary package
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities with the potential to supervise a team and/or build on technical skills
  • Fun social events

To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.