We are looking for an experienced Client Relationship Manager to join a professional financial services team. This is a key support role within this financial services practise – ideal for someone who is organised, detail-oriented, and passionate about client service. You’ll be responsible for managing client relationships, coordinating documentation and provider follow-ups, and ensuring the smooth running of financial planning processes from start to finish.
Responsibilities include:
- Acting as the main point of contact for clients and managing ongoing communication
- Scheduling meetings and ensuring all required documentation is prepared and completed accurately
- Processing withdrawals, transfers, additions, switches, and other client instructions
- Liaising with product providers and following up to ensure information is accurate and up to date
- Maintaining well-organised and compliant client records
- Working closely with financial planners to ensure the client experience is seamless and professional
Requirements:
- Matric plus a Higher Certificate in Financial Planning / Wealth Management (or equivalent) would be an advantage
- Minimum of 3 years’ experience supporting financial planners in a private practice (not corporate/employee benefits)
- Confident using XPlan
, Astute
, Share Point ,
Outlook
, Word
, and Excel - Strong administrative and organisational ability with excellent attention to detail
- Professional, friendly, and service-driven
This is a salaried position offering stability and the opportunity to join a team that truly values care, integrity, and professionalism.
Only shortlisted candidates will be contacted. If you haven’t heard back within ten working days, please consider your application unsuccessful.
We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.
By applying, you confirm that:
- We may retain your personal information in our database for future matching of suitable opportunities
- We may contact you when suitable opportunities arise
- The information you have provided to us is true, correct and up to date
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