Client Services Lead - Financial Planning Ops (Hybrid)

Saikal-Skea Independent Financial Advice; Canberra; Hybrid; AUD 65,000 - 90,000; Full time

Job summary

Saikal-Skea Independent Financial Advice is seeking a hands-on Client Services and Operations professional in Canberra to shape how the client services function operates as the business grows. You will be involved in implementing advice, managing open client matters, improving processes and supporting newer team members, with real scope to move into a senior role in a small, growing firm.

Flexibility to work from home 1 day per week and a fully paid trip to the FAAA Congress each year are part

Qualifications

• At least three years' experience in financial planning client services, implementation or practice administration.
• Hands-on experience implementing advice, including rollovers, platform and investment applications, pension commencements, contributions.
• Confidence dealing with super funds, platforms and insurers, with persistence to see matters through.
• Strong attention to detail and ability to meet deadlines across many open matters.
• Clear, warm written and verbal communication skills.

Responsibilities

• Manage the implementation of advice, overseeing associates and planning assistants.
• Prepare, lodge and track applications and forms, including rollovers, contributions, pension commencements, platform and investment applications, insurance applications and SMSF-related paperwork.
• Assist with defined benefit paperwork, including CSC matters.
• Keep clients updated on progress and what is needed.
• Check that each recommendation has been implemented, reconcile it against the advice document, and close the file with complete records.
• Own the annual review calendar and ensure no client falls outside their review cycle.
• Be a first point of contact for client queries, resolving what can be resolved and routing the rest to the right adviser.
• Maintain client records in the CRM for accuracy and completeness.
• Identify and raise service issues early, then help resolve them.
• Manage ongoing fee arrangements and consent renewals so that no arrangement lapses.

Skills

Client services

Advice implementation

CRM management

Documentation accuracy

Communication skills

Deadline driven

Organised

Tools

CRM software

Microsoft Office

Job description

Saikal-Skea Independent Financial Advice is seeking a hands-on Client Services and Operations professional in Canberra to shape how the client services function operates as the business grows. You will be involved in implementing advice, managing open client matters, improving processes and supporting newer team members, with real scope to move into a senior role in a small, growing firm.

Flexibility to work from home 1 day per week and a fully paid trip to the FAAA Congress each year are part