Client Service Specialist – Financial Adviser Support (Gold Coast)

Client Service Specialist – Financial Adviser Support (Gold Coast)

05 Aug
|
Independent Wealth Management
|
Gold Coast

05 Aug

Independent Wealth Management

Gold Coast

Independent Wealth Management on the Gold Coast is seeking an experienced financial services administrator to support the Client Service team in scheduling reviews and coordinating adviser activities.
You will manage diary tasks, prepare meetings, and ensure smooth workflow using Xplan.Role requires 2–3 years in financial services, solid compliance awareness, and the ability to liaise with clients and providers.
Australian citizenship or permanent residency is required.
#J-*****-Ljbffr

📌 Client Service Specialist – Financial Adviser Support (Gold Coast)
🏢 Independent Wealth Management
📍 Gold Coast

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