Review Adviser: Drive Client Impact & Quality Advice Sydney

Review Adviser: Drive Client Impact & Quality Advice Sydney

06 Aug
|
Godfrey Group Recruitmentnsultancy
|
Sydney

06 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 prospects while maintaining high standards of accuracy and compliance.
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📌 Review Adviser: Drive Client Impact & Quality Advice Sydney
🏢 Godfrey Group Recruitmentnsultancy
📍 Sydney

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