Advance Recruitment Partners provided pay range
This range is provided by Advance Recruitment Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$+0,000.00/yr - A$+5,000.00/yr
Job Ad: Client Services Manager/ Implementation Specialist, Financial Advice Firm
Essential Criteria: Please read carefully, only apply if you meet the following requirements
Location: Sydney, Australia (100% Work from Home)
Are you a seasoned Advice Implementation Specialist / Financial Advice Client Services Manager with experience implementing SOA/ROAs?
Do you have passion for excellence and an extensive expertise in the North Platform?
Join our professional team and take your career to new heights from the comfort of your home!
Must reside in Sydney NSW (region), Australia.
Financial Advice - 3-5 years' experience as a "career" financial advice CSM / advice implementation professional.
Expert knowledge of the North Platform.
High volume / Complex advice strategies - Must have RG146/DFP/ Financial Planning qualification.
Strong attention to detail and commitment to accuracy.
Excellent communication and interpersonal skills.
Employment Type: Full-Time - 5 days per week
Office Setup: Comprehensive home office provided by the practice
About Us: We are looking for an experienced Financial Advice Client Services Manager with Indepth experience and knowledge of advice implementation. A forward-thinking financial practice committed to providing exceptional advice and solutions to our clients. We pride ourselves on our innovative approach and our dedication to professional growth and client satisfaction.
Role Overview: As a Financial Advice CSM/ Implementation Specialist, you will play a crucial role in delivering exceptional financial advice solutions. Your expertise in the North Platform will be invaluable as you ensure seamless implementation and exceptional client outcomes.
Key Responsibilities
Execute and manage financial advice implementation processes.
Utilise extensive knowledge of the North Platform to deliver accurate and efficient solutions.
Collaborate with financial advisers and support staff to ensure client needs are met.
Maintain up-to-date knowledge of industry trends and best practices.
Provide exceptional client service and support throughout the implementation process.
What We Offer
100% remote work with a comprehensive home office setup provided.
+5,000 + Super
Opportunity to work with a dedicated and innovative team.
Continuous professional development and career advancement opportunities.
If you are a dedicated Financial Advice CSM/ Advice Implementation Specialist with a proven track record and expertise in the North Platform, we want to hear from you!
How to Apply: Submit your resume and cover letter detailing your relevant experience and why you are the perfect fit for this role.
[email protected]
Only shortlisted candidates will be contacted.
If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW. Alternatively, contact Jenny Craig on for a confidential discussion or email your resume in a word format to
[email protected] 