SMSF Senior Manager: Fast-Track to Partner Path

Recruitment Expert; Western Australia; On-site; AUD 100,000 - 125,000; Full time

Job summary

A leading financial services firm in Perth is seeking a highly skilled Senior Client Manager to oversee a diverse portfolio of self-managed super funds. This position offers a pathway to partnership and requires at least five years of experience in SMSF, strong accounting expertise, and excellent communication skills. Candidates with CA/CPA qualifications are preferred. Interested applicants are invited to contact for a confidential discussion.

Qualifications

• At least 5 years of experience in SMSF.
• Advanced skills for Class Super, BGL 360, and SuperMate.
• RG146 qualification would be advantageous.

Responsibilities

• Manage your own portfolio of clients.
• Work closely with junior team members.

Skills

Experience in SMSF

Strong communication skills

Ability to manage junior team members

Strong work ethic

Education

CA/CPA qualification

SMSF Adviser (SSA) Qualification

Tools

Class Super

BGL 360

SuperMate

Job description

A leading financial services firm in Perth is seeking a highly skilled Senior Client Manager to oversee a diverse portfolio of self-managed super funds. This position offers a pathway to partnership and requires at least five years of experience in SMSF, strong accounting expertise, and excellent communication skills. Candidates with CA/CPA qualifications are preferred. Interested applicants are invited to contact for a confidential discussion.