Financial Planning Client Services Specialist (New South Wales)

Financial Planning Client Services Specialist (New South Wales)

05 Aug
|
Godfrey Group Recruitment
|
New South Wales

05 Aug

Godfrey Group Recruitment

New South Wales

Godfrey Group Recruitment in Sydney CBD NSW is seeking an experienced Financial Planning Administrator or Junior Client Service professional to join a close-knit wealth management team. You will support advisers, handle client inquiries, and maintain Xplan and client databases.

The role offers permanent, long-term career progression with exposure to high-net-worth clients; ideal for organized, process-driven professionals with 1-2 years' experience in financial planning administration and robust

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📌 Financial Planning Client Services Specialist (New South Wales)
🏢 Godfrey Group Recruitment
📍 New South Wales

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