About the Company Our client is a recognised leader in the financial planning industry, having been honoured three times as the FAAA’s Professional Practice of the Year and consistently ranked among Australia’s best places to work. Guided by the philosophy that great outcomes begin with great people, they nurture an environment where passion, purpose, and wellbeing fuel every step forward. As the only CEFEX Certified Firm in Western Australia, they meet all the criteria of the Global Standard of Fiduciary Excellence, underscoring their unwavering commitment to integrity, professionalism, and exceptional client care. This is an excellent opportunity for professionals who enjoy working with high-net-worth clients and showcasing their client-focused talents. Key Responsibilities Provide exceptional service as a key contact for clients, ensuring they receive the best outcomes; Coordinate multiple priorities and deadlines while pre-emptively identifying client needs and ensuring seamless service delivery; Maintain strong connections with external providers and stakeholders; Ensure high accuracy and compliance in client records; Assist in training new or junior team members to enhance overall team performance. Qualifications, Skills & Experience Intermediate to advanced skills in Microsoft Office Suite; Excellent written and verbal communication skills; Strong abilities to juggle multiple priorities and deadlines; Thrive in a dynamic environment with a proactive problem-solving approach; Comfortable working autonomously and collaborating effectively. If you are interested in learning more about this position, please contact: Simon Gvalda – 0412 122 593 | simon@kaizenrecruitment.com.au Riley Thompson - 0423 356 100 | riley@kaizenrecruitment.com.au
