Our client is a growing national independent advice business based in Malvern. With offices in Melbourne, Sydney and Adelaide this business has gone from strength to strength with a reputation for ethical non aligned advice that helps clients achieve their goals.

The Role and Duties

- Be first point of contact for all advice enquiries

- Assist in the implementing strategies for clients

- Prepare and process client account paperwork

- Build relationships with with clients and provide exceptional service

- Liaise closely with product providers

- Prepare review packs

The Person

- Have a minimum of 1-2 years experience working in advice practice

- Experience using Xplan is highly desired

- Solid attention to detail

- Excellent team player and positive attitude

The Benefits

- $80-85k + Super + Bonus

- Work From home

- Learning development opportunities

To apply for the role please press apply now or call James on 0451 831 ***

📌 Client Service Manager - Interviewing now! (Malvern)
🏢 Cartwright Jones
📍 Malvern