Advisor Services Manager
Step into a key leadership position with a market leading fintech company, where you can grow your career in wealth management while enjoying hybrid working and a strong focus on worklife balance.
With up to two days a week working from home, you’ll have the flexibility to plan your week around your lifestyle. Plus, with a supportive team behind you, you’ll have the space to focus on what really matters delivering exceptional service to advisors.
Our client is a market leading fintech platform that has been delivering a high quality service to the market. Core offerings include an investment platform (super and investment capability) and financial planning software. Their team have a wide ranging experience and diverse backgrounds and bring many perspectives to building an inclusive and vibrant workplace.
What you’ll do
Reporting to the Head of Adviser Services, your role is critical to the success in servicing our clients by ensuring daily deliverables are completed within SLA and to a high standard. This role will support our clients with a strong focus on service excellence and ensuring timely and accurate resolution of complex issues. You will also manage the operational relationship with the outsourced member administrator.
Take ownership of project planning and execution, giving you the chance to develop your leadership and decision making skills.
What you’ll need
- Multiple years of experience across financial advice or wealth management sectors, working with advisors.
- Prior experience in complaint resolution across superannuation or wealth advice is preferrable
- RG146 certification is highly regarded
- Prior experience in team management is preferable
Please click the ‘Apply’ button if this sounds like an exciting opportunity to you.
