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Blueprint Wealth, South Perth

Work Type

Flexible

Role Type

Support Staff

Employment Type

Full Time

About the business

Blueprint Wealth is a top performing Perth based Financial Planning practice. Established in 2001 we focus on providing holistic financial advice to clients and establish ongoing long term relationships. With a team of over 40 people, we are continuing to grow and looking to add a Relationship Manager to our team.  The purpose of the position is to provide professional and proactive support to Financial Advisor(s) to enhance the client relationship.  A Relationship Manager is the clients’ primary point of contact, responsible for client enquires, co-ordination of reviews and ongoing service. You will assist the Associate Advisor by providing case management support for clients, assisting them in implementing the recommendations and lodging their new business.  You will manage the client relationship with a focus on retention ensuring the existing client base continues to be provided with relevant and quality advice We attract people who demonstrate professionalism, integrity, teamwork and who approach each day by putting our clients first. If this sounds like you and you want to make a real contribution, look at the career opportunities at Blueprint Wealth.

About the role

Manage the Financial Advisors diaries – ensure diary structures and appointment maximums are observed, all meetings are confirmed, client packs are prepared and Advisor  has required documents for meetings Assist Financial Advisor(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsCheck and prepare application forms following meetings ensuring there are correctly and fully completed, to pass onto client services for lodgement. Provide assistance to client services support team with client paperwork, preparation of lodgementsAssist in lodgement is applications and implementation of advice as an overflow from client services Regularly communicate with client on their cases progress Check on correct implementation of advice Ensure that review meetings and Annual Advice Agreement obligations are met within the Annual Advice Agreement period.Ensure Financial Advisor has required documents for meetings and prepare Agenda of topics of discussion and required informationImplement action items following reviewBe the primary point of contact for clientsRespond to clients’ requests and provide the information sought – providing factual information, account details, assisting client in updating any details provided, provision of statements and required information etcAssist with ongoing management of self-managed super funds and ensure compliance requirements maintainedAssist with Centrelink enquiries and management Deal with complaints as they arise to find a resolution for the clientManage client expectations on enquiries, providing regular and timely updatesLodge insurance claims, liaising with the client and financial institution to complete 

Perks and benefits

Competitive salary package (benchmarked annually)Eligibility for the employee share option planAccess to employee assistance program Professional Coffee MachineRewards and recognition programCelebrations & social events (inc End of financial year dinner (including partners),  Christmas party, Anniversary celebrations, Quarterly social events)Mentoring programCareer development plansEducational assistance policy, providing funding for ongoing educationStudy leave policy – time off for examsOpportunity to attend PD days, attend Fund manager lunches and opportunity to attend various conferencesExtra day of leave at Christmas timeEmployee referral bonus for recommending a new staff member of $2,000New client referral bonus of $250 (for non-sales staff)Provision of on site office parkingThe ability to work from homeFlexible working hoursOpportunity to participate in voluntary initiatives in the community (one day per quarter)

Skills and experience

EssentialGood understanding of the financial services industryminimum 12 months industry experience Sound technical knowledge of current legislative, industry and corporate standardsStrong written and oral communication skillsExcellent client service orientationSelf-motivated with regards to personal and professional development DesirableDiploma of Financial Services (or equivalent)Tertiary qualified in a discipline such as financial planning, accounting

Relationship Manager

Blueprint Wealth, South Perth

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