Review Adviser: Drive Client Impact & Quality Advice (Sydney)

Review Adviser: Drive Client Impact & Quality Advice (Sydney)

05 Aug
|
Godfrey Group Recruitmentnsultancy
|
Sydney

05 Aug

Godfrey Group Recruitmentnsultancy

Sydney

Godfrey Group Recruitment & Consultancy is seeking a Review Adviser for a boutique financial planning practice in Sydney. You'll own the client review process, conduct face‐to‐face meetings, and strengthen long‐term relationships with clients.
In this role you'll support two senior advisers, coordinate workflows, review ROAs and SOAs, and help uncover current advice opportunities while maintaining high standards of accuracy and compliance.
#J-*****-Ljbffr

📌 Review Adviser: Drive Client Impact & Quality Advice (Sydney)
🏢 Godfrey Group Recruitmentnsultancy
📍 Sydney

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: review adviser: drive client impact & quality advice (sydney) / sydney

Subscribe to this job alert:

Get the latest job offers by email for: review adviser: drive client impact & quality advice (sydney) / sydney