The client I am working with has a fantastic reputation for organic promotion, personal and professional development. They are well known for their quality of service and individual tailored approach to each client’s needs.
- Own their own AFSL with a varied APL and tailored approach to each client
- Specialise in Private HNW
- Medium sized Practice with Advisory, Investment and Accounting teams.
- CSO & Paraplanning teams to support Advisors
- Implementation of recommendations for ROA& SOA documents
- Supporting several Advisers and their client base with booking of review meetings
- Ensuring all client packs and files are up to date
- The first point of contact for Private Wealth Clients
- Upkeep of the data within the database – XPLAN
- Personable and driven individual with fantastic client engagement
- Minimum 2 years’ experience within Financial Planning
- Passion for success and quality of service for clients
- RG146 qualified
- Experienced with XPLAN