MiQ Private Wealt,Client Service Manager Jobs in Australia

(Full time) –
Broadbeach

The
value we provide to our clients is critical to our success. It defines the
compelling reason as to why our clients buy us and why you should too. It
clearly differentiates us from our competitors.

What
makes MiQ Private different?

In
short, it is our core values and culture:-

*
The creation of something special & unique;

*
To have a place where work is challen

ging, rewarding and fun;

*
A commitment to innovation and excellence;

*
A commitment to client service excellence

*
Honesty, Integrity & Teamwork

We
would love you to consider being a part of our team as we endeavour to fulfil
our aspiration. It will be an exciting journey.

Founded
in 2006 by four Planners with a passion for helping Australians achieve
financial wellbeing, MiQ Private is now a team of highly trained Planners,
Finance Specialists and Support staff dedicated to providing the most
appropriate financial advice and delivering outstanding client service. Already
we have 5 offices, 30 team members and manage almost $1B in
client funds.

Have
a look at our website and see what our clients say about us
(www.miqprivate.com.au).

You’ll
also meet the Group’s Partners & Principals and understand what drives them
at work and what they get up to outside of MiQ.

Our
staff value our culture!

Some
of the things that make us great are our family friendly policies that promote
flexibility. In addition, we’ve built an Employee Share Option Plan (ESOP),
provide base salary increases annually, offer an offsite 5 star conference for
you and your partner each year, conduct an innovative 6 conversation
performance and behaviour review process that promotes innovation, engagement
& career advancement. We also invest in your learning by providing paid
study leave and reimbursement of course costs. In addition, we invest
considerably in making our X plan processes really efficient by providing
threads, checklists and an extensive template library. You can see why we are
really different!

What
we are seeking?

A
proactive Client Service Manager, capable of thinking independently and
working collaboratively, who has good experience in using X
Plan, has been involved in the Financial Planning Industry for 2
years or more and who ideally wants to work a 5 day week
We
would love an eye for detail, a professional, happy, confident,
self-motivated person who wants to be part of a team.
Most
importantly, Outstanding Client Service, with a real focus on a genuine,
passionate desire to help clients above all else
The
capability to grow and learn. RG146 attainment should be a short term
goal.
A
hands on practical person who is not above working hard
An
real interest in Managed Funds, Direct Equities, Portfolio construction,
Corporate Actions and IPO’s would be useful, as would knowledge
and use of MDAs.
This
role is at our Broadbeach office
The
position commences as soon as we find the right person.
The
vacancy exists due to the inability of a team member returning from
maternity leave to work on a full time basis.

If
that sounds like you, please express your interest by submitting an application. If you’d like a
Role Description, we will happily supply it.

Culture
is a very important part of our business. Selecting the right people ultimately
determines our culture, which is why our selection process is a little
different to most:-

resumes
and cover letters are screened to ensure suitability
10%
of applicants are provided with a role description and asked to complete a
capability statement
The
top 5 candidates are interviewed face to face and back to back by the CEO
The
candidates are then forced ranked and asked to complete an on line
Personality Profile (DiSC) which is provided for perusal
The
best two candidates are then interviewed by the direct reporting Partner
(Luke Jarzynski)
The
successful candidate is informed and a formal offer letter is prepared
after terms have been agreed
All
unsuccessful candidates are informed in a very timely manner