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Privately owned wealth management firm that focuses on strategic advice for a variety of clients, and has been established for over 20 years.
Unlike most financial planning businesses, this firm has always provided a true fee for service advice model and are very "high touch" with their clients, contacting or meeting them regularly
The purpose of the position is to provide professional and proactive support to one of the Financial Advisers to enhance the client relationships and ensure they are well equipped to service their clients as per the practice service standard.
This role is very diverse, some of your key responsibilities will include, but not be limited to:
To be successful for the role you must have some experience working in a professional financial planning business as either a Client Services Officer or Paraplanner/Associate.
For more information, please contact:
Kiera Brown
Director, FS Recruitment Solutions
[email protected]
www.fsrecruitmentsolutions.com.au
0409 598 111
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