Client Relations & Admin Lead for Financial Planning

PSK Private Wealth; Sutherland Shire Council; On-site; AUD 90,000 - 110,000; Full time

Job summary

PSK Private Wealth is seeking a dedicated Client Relationship Manager to join the Sutherland Office on a full-time basis. You will be the first point of contact for client queries and provide high-quality support to Financial Advisers within a collaborative team environment.

The role requires knowledge of financial services, superannuation, investments, and insurance, with experience using XPLAN. AMP North platform experience is highly desirable, and a customer-centric approach is essential.

Qualifications

• Intermediate understanding of the financial services industry.
• Knowledge of superannuation, pension, investments, SMSF and insurance.
• Experience implementing financial planning advice and strategy.

Responsibilities

• First point of contact with client queries by telephone, face to face and email.
• Maintain and ensure compliance of client files in the XPLAN database.
• Prioritise daily workload and prepare review, implementation and annual agreement documentation.

Skills

Client service

XPLAN

Financial services knowledge

Tools

XPLAN

AMP North platform

Job description

PSK Private Wealth is seeking a dedicated Client Relationship Manager to join the Sutherland Office on a full-time basis. You will be the first point of contact for client queries and provide high-quality support to Financial Advisers within a collaborative team environment.

The role requires knowledge of financial services, superannuation, investments, and insurance, with experience using XPLAN. AMP North platform experience is highly desirable, and a customer-centric approach is essential.