Customer service skills
Robust organisational skills and time management skills
Strong Computer skills
Previous experience in the financial planning field would be an advantage.
Be able to work unsupervised
Tasks & responsibilities
Process applications for all new business
Follow up and chase outstanding tasks
Prepare and process documents for client appointments
Prepare review documents and Record of Advice documents for clients
Take client enquires and process requests
📌 Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm) (Newcastle)
🏢 Hunter Wealth Management
📍 Newcastle
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