Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm) (Newcastle)

Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm) (Newcastle)

31 Jul
|
Hunter Wealth Management
|
Newcastle

31 Jul

Hunter Wealth Management

Newcastle

Qualifications & experience

- Customer service skills

- Strong organisational skills and time management skills

- Robust Computer skills

- Previous experience in the financial planning field would be an advantage.

- Be able to work unsupervised

Tasks & responsibilities

- Process applications for all new business

- Follow up and chase outstanding tasks

- Prepare and process documents for client appointments

- Prepare review documents and Record of Advice documents for clients

- Take client enquires and process requests

📌 Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm) (Newcastle)
🏢 Hunter Wealth Management
📍 Newcastle

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