Client Relationship Manager: Path to Practice Manager

James Hayes- Financial Planner; Sydney; On-site; AUD 85,000 - 100,000; Full time

Benefits offered by this job

Mentoring from principal

Clear career path

Hybrid work option after ramp-up

Job summary

James Hayes- Financial Planner in Caringbah seeks a Client Relationship Manager who will own client relationships end to end, from onboarding to post‑meeting follow‑ups, working directly with the principal adviser to grow the practice.

You are highly organised, client‑facing and tech‑savvy, with a view to expanding into workflow and practice‑management as the firm grows to multiple advisers and locations.

Qualifications

• Client-facing experience is valued; not essential to have financial planning credentials.
• Highly organised with ability to prioritise without prompting.
• Intelligent, curious and quick to learn new systems.

Responsibilities

• Own the client experience end to end: onboarding, reviews, follow-ups.
• Lead advice implementation from application to confirmation.
• Liaise with platforms, insurers, accountants and solicitors on clients' behalf.

Skills

Client relationship management

Organised

Communication

Attention to detail

Education

Financial services knowledge preferred

Tools

Xplan

Job description

James Hayes- Financial Planner in Caringbah seeks a Client Relationship Manager who will own client relationships end to end, from onboarding to post‑meeting follow‑ups, working directly with the principal adviser to grow the practice.

You are highly organised, client‑facing and tech‑savvy, with a view to expanding into workflow and practice‑management as the firm grows to multiple advisers and locations.