Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm)Strong organisational skills and time management skillsPrevious experience in the financial planning field would be an advantage.Be able to work unsupervisedTasks & responsibilitiesProcess applications for all recent businessFollow up and chase outstanding tasksPrepare and process documents for client appointmentsPrepare review documents and Record of Advice documents for clientsTake client enquires and process requests
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📌 Client Service Officer - Financial Planning (Monday To Thursday 9Am To 5Pm) (New South Wales)
🏢 Hunter Wealth Management
📍 New South Wales
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