Insurance Client Services Manager — Wealth Planning (Newcastle City Council)

Insurance Client Services Manager — Wealth Planning (Newcastle City Council)

05 Aug
|
FAAA Board, Financial Advice Association of Australia
|
Newcastle City Council

05 Aug

FAAA Board, Financial Advice Association of Australia

Newcastle City Council

Financial Advice Association of Australia in Newcastle, NSW, seeks a Client Service Manager to support advisers with end-to-end insurance administration, policy updates, renewals and recent business applications. You will liaise with insurers, prepare documentation and ensure a seamless client experience.

The role requires a financial planning qualification (highly regarded), strong client service skills, attention to detail, and proficiency in Xplan and Microsoft Office.

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📌 Insurance Client Services Manager — Wealth Planning (Newcastle City Council)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Newcastle City Council

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