Financial Planning Admin & Client Services Specialist (Merimbula)

Financial Planning Admin & Client Services Specialist (Merimbula)

16 Aug
|
Advice2Talent
|
Merimbula

16 Aug

Advice2Talent

Merimbula

advice2talent is seeking an experienced Client Services Officer in Merimbula to support financial planning advisers and deliver high-quality client service. The role involves administration, preparing files and reports, and assisting with SOAs/ROAs.

Responsibilities include implementing financial advice, processing applications for investments, superannuation, retirement and insurance, and maintaining client data in XPLAN. Robust communication and organisational skills are essential.

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📌 Financial Planning Admin & Client Services Specialist (Merimbula)
🏢 Advice2Talent
📍 Merimbula

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