Review Adviser: Drive Client Impact & Quality Advice New South Wales (Australia)

Review Adviser: Drive Client Impact & Quality Advice New South Wales (Australia)

07 Aug
|
Godfrey Group Recruitmentnsultancy
|
Australia

07 Aug

Godfrey Group Recruitmentnsultancy

Australia

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 recent advice prospects while maintaining high standards of accuracy and compliance.
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📌 Review Adviser: Drive Client Impact & Quality Advice New South Wales (Australia)
🏢 Godfrey Group Recruitmentnsultancy
📍 Australia

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