Job #: 2437
Title: Client Services Manager / Associate Adviser - Hybrid Role
Job Location: Melbourne, Victoria - Australia
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Local
Relocation Paid?: NO


Client Services Manager / Associate Adviser - Hybrid Role

Excellent opportunity for a CSM / Associate Adviser looking to continue their career close to home and within a experienced and supportive environment

  • Work close to home
  • Supportive environment
  • Career progression

My client is a small boutique Financial Planning firm based in the South-Eastern Suburbs of Melbourne. They are looking for a candidate that is local to the area and someone who wants to get involved in the community.

The position is a hybrid Customer Service Manager / Associate Adviser type role; you will be the first point of contact for clients; so, experience dealing with HNW clients will be a big plus.

Experience in the financial planning sector is essential and my client is looking for someone who has completed the ADFP or nearly finished. 


You will be responsible for: 

  • Completing SOA's and ROA's
  • Liaise with clients for outstanding details for applications
  • Organising quotes for client applications
  • Organising and compiling files compliantly
  • Preparing initial meeting client files
  • Organising and coordinating appointments for advisers
  • General Administration work


To be successful for this position you will have/be:

  • Have completed ADFP or close to completing
  • Highly experienced with XPlan
  • Worked with HNW clients in the past
  • Genuine interest in progressing into a Financial Adviser
  • Local to the area
  • Great work ethic
  • A team Player 

This is a great opportunity for someone looking to work close to home and wanting to continue their career in a strong and supportive environment.

To register your interest in this position, please apply quoting reference 2415072 for a confidential discussion about your career.

Registered in Australia and New Zealand, the team at Robinson Executive have a combined 45 years of international recruitment experience and provide job, career, consulting services and access to talent in the areas of Financial Services, Customer Engagement, Sales & Digital, IT & Projects.

University - Bachelor's Degree/3-4 Year Degree


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